What are the responsibilities and job description for the Financial Educator position at SFP Synergy Financial Partners?
Does your ideal career involve helping people?
Do you consider yourself a potential entrepreneur — someone who values the freedom to shape your own future and set your own schedule? If so, this might be the perfect moment to step into something new.
No previous experience is required (we provide full training!), but you must be 18 to apply.
Resolve Your Wealth is an independent financial education and strategies company dedicated to serving people — especially women — by helping them understand how their money can work for them. Our mission is to empower clients to make confident, informed decisions without pressure, sales tactics, or commission-driven agendas.
We proudly operate as an affiliate of Synergy Financial Partners.
Synergy Financial Partners is an independent financial services company focused on empowering individuals, families, and businesses through innovative financial strategies. SFP promotes a culture rooted in shared values, community, and purpose. Their mission is to help people overcome financial challenges and build long-term security.
If you’re someone who believes in financial empowerment and wants to make a meaningful impact, this could be the right environment for you.
As a Financial Educator, you’ll play a key role in designing and delivering educational programs, creating simple and effective lesson plans, and leading engaging conversations around financial literacy.
Responsibilities include:
- Educating clients on financial concepts and planning
- Conducting outreach and relationship-building conversations
- Providing training to help clients improve their financial knowledge
- Collaborating with your team to develop new educational tools and resources
- Supporting clients with clarity, compassion, and integrity
This role is fully remote and based out of Mahopac, NY.
These qualities and experiences can help you succeed in the role, but you do not need to have them all to apply:
- Ability to create or follow simple, structured lesson plans
- Strong communication skills and willingness to help others learn
- Experience in education, customer service, coaching, or training (in any field)
- Comfort explaining concepts in everyday language
- Excellent interpersonal and organizational skills
- Ability to work collaboratively with a supportive team
If you’re passionate about helping people, eager to learn, and open to professional growth, we want to hear from you — even if you don’t “check every box.”
Some of our best team members started with zero financial experience; what matters most is your willingness to learn and your desire to make a difference.