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Remote Financial Educator Jobs in California (NOW HIRING)

Sr. Financial Analyst

San Francisco, CA · On-site +1

$105K - $163K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Learning and Development: options for coaching, online courses and education reimbursements

Senior FP&A Analyst

El Segundo, CA · On-site +1

$91K - $113K/yr

El Segundo, CA Job Type: Full-Time Remote Employment: Flexible/Hybrid Job Number: 00935 Department ... government and education organizations work smarter, move faster, and better serve their ...

Financial Systems Analyst

Hawthorne, CA · On-site +1

$100K - $130K/yr

This position is based in Hawthorne, CA, and requires being onsite - remote or hybrid work will not ... education, and experience. Base salary is just one part of your total rewards package at SpaceX.

Senior Financial Analyst

Portola, CA · On-site +1

$86K - $107K/yr

This role is hybrid in office Monday, Tuesday and Wednesday and remote Thursday and Friday. How You ... Timeshare industry experience, preferred Experience equivalent to the education requirement may be ...

Senior Financial Analyst

Portola, CA · On-site +1

$86K - $107K/yr

This role is hybrid in office Monday, Tuesday and Wednesday and remote Thursday and Friday. How You ... Timeshare industry experience, preferred Experience equivalent to the education requirement may be ...

VP of Finance (Remote)

Palo Alto, CA · On-site +1

$130K - $185K/yr

We operate an integrated platform for modern venture capital , spanning education, software, and ... Manage financial operations of a fast growing startup * Forecasting and budgeting * Oversee ...

VP of Finance (Remote)

Palo Alto, CA · On-site +1

$130K - $185K/yr

We operate an integrated platform for modern venture capital , spanning education, software, and ... Manage financial operations of a fast growing startup * Forecasting and budgeting * Oversee ...

Senior FP&A Analyst

El Segundo, CA · On-site +1

$91K - $113K/yr

... government and education organizations work smarter, move faster, and better serve their ... Remote working opportunities 401K Matching Autonomy to grow and find your career path with ...

This position is based in Palo Alto, CA, and requires being onsite full-time - hybrid and remote ... education, and experience. Base salary is just one part of your total rewards package at SpaceX.

Showing results 41-60

Remote Financial Educator information

What is a remote financial educator?

Remote Financial Educators are professionals who provide financial education, guidance, and resources to individuals or groups through online platforms rather than in-person meetings. They help clients understand personal finance topics such as budgeting, saving, investing, credit management, and retirement planning. By utilizing virtual tools like webinars, video calls, and online courses, Remote Financial Educators make financial education accessible to people regardless of their location. Their goal is to empower clients to make informed financial decisions and improve their overall financial well-being.

What are the key skills and qualifications needed to thrive as a remote financial educator?

To thrive as a Remote Financial Educator, you need a strong background in finance or economics, teaching experience, and relevant certifications such as CFP or AFC. Familiarity with online learning platforms, webinar tools, and financial planning software is typically required. Exceptional communication, self-motivation, and the ability to simplify complex concepts are crucial soft skills for engaging and educating remote learners. These skills ensure effective knowledge transfer, foster learner engagement, and build trust in a virtual environment.

How does a remote financial educator typically collaborate with clients and team members given the virtual nature of the role?

As a Remote Financial Educator, most client interactions and team collaborations occur through digital platforms such as video conferencing, webinars, and online chat tools. This setup allows for flexibility but also requires strong communication skills and comfort with technology to ensure engagement and clarity. Regular coordination with team members often involves virtual meetings to align on educational content, track client progress, and share best practices. Staying organized and proactive in digital communication is key to overcoming the challenges of remote work and building strong client relationships.

What is the difference between Remote Financial Educator vs Remote Financial Advisor?

AspectRemote Financial EducatorRemote Financial Advisor
CredentialsTypically requires financial education certifications, such as CFP® or similarRequires certifications like CFP®, CFA, or Series 7/66 licenses
Work EnvironmentPrimarily educational settings, online platforms, workshopsClient-facing, providing personalized financial planning and investment advice
Employer & Industry UsageEducational institutions, non-profits, online education companiesFinancial firms, banks, independent advisory firms
Search & Comparison IntentUnderstanding roles in financial education, teaching vs advisingSeeking personalized financial planning services, investment advice

While both roles involve finance, a Remote Financial Educator focuses on teaching financial concepts without providing personalized advice, whereas a Remote Financial Advisor offers tailored financial planning and investment recommendations to clients.

What are the most commonly searched types of Financial Educator jobs in California?

The most popular types of Financial Educator jobs in California are:

What cities in California are hiring for Remote Financial Educator jobs?

Cities in California with the most Remote Financial Educator job openings:

Sr. Financial Analyst

DocuSign

San Francisco, CA • On-site, Remote

$105K - $163K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 16 days ago


DocuSign rating

9.9

Company rating: 9.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

1st of 246 rated software companies


Job description

Company Overview

Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people's lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).

What you'll do

As a Senior Financial Analyst, you will play a key role within the G&A FP&A team, supporting the financial planning and analysis needs of Corporate Finance. You will partner with finance, business leaders, and cross-functional teams to provide insightful financial analysis, support planning cycles, and help drive business performance. In this role, you will be responsible for preparing and analyzing budgets, forecasts, and monthly outlooks, maintaining performance metrics, and clearly communicating business drivers and variances to stakeholders. You will also support ad hoc analysis and contribute to the company's growth and operational effectiveness.

This position is an individual contributor role reporting to the Director, G&A FP&A.

Responsibility

  • Lead FP&A support for Corporate including Capex & Depreciation, Business Taxes, Insurance, allocation rules, and GAAP one-time items, ensuring accurate planning, forecasting, and reporting for these areas

  • Work with the accounting team to support timely and accurate month-end and quarter-end close reporting

  • Support the financial planning processes, including annual budgets, quarterly forecasts, and monthly outlooks

  • Prepare and analyze monthly and quarterly management review materials

  • Conduct scenario modeling, ad hoc financial analysis, and business case support for new initiatives and investments

  • Monitor and analyze key financial metrics and business drivers; identify and explain budget/forecast variances

  • Contribute to continuous improvements in forecast accuracy and financial processes

Job Designation

Hybrid: Employee divides their time between in-office and remote work. Access to an office location is required. (Frequency: Minimum 2 days per week; may vary by team but will be weekly in-office expectation)

Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law.

What you bring

Basic

  • BA/BS degree in Business, Finance, Accounting, or a related field

  • 5+ years of experience in FP&A, financial analysis, or a related field

  • Experience in financial modeling, scenario analysis, and planning within a dynamic environment

  • Experience with Google Sheets and Excel; experience building and maintaining complex financial models

Preferred

  • Excellent verbal and written communication skills, with the ability to present financial information clearly

  • Self-starter with strong initiative and the ability to work independently and collaboratively

  • Strong interpersonal skills and the ability to work effectively with partners at all levels of the organization

  • Familiarity with Google Suite and financial planning systems (e.g., Oracle, Adaptive Insights, Tableau)

Wage Transparency

Pay for this position is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.

Based on applicable legislation, the below details pay ranges in the following locations:

California: $105,800.00 - $163,450.00 base salary

Washington, Maryland, New Jersey and New York (including NYC metro area): $101,400.00 - $145,475.00 base salary

This role is also eligible for the following:

  • Bonus: Sales personnel are eligible for variable incentive pay dependent on their achievement of pre-established sales goals. Non-Sales roles are eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on company performance.

Global benefits provide options for the following:

  • Paid Time Off: earned time off, as well as paid company holidays based on region
  • Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
  • Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
  • Retirement Plans: select retirement and pension programs with potential for employer contributions
  • Learning and Development: options for coaching, online courses and education reimbursements
  • Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events

Work Authorization Notice: Please note that we do not provide visa sponsorship or immigration support for this position. Applicants must already be authorized to work in the United States on a full-time, permanent basis without the need for current or future sponsorship.

Life at DocuSign

Working here

Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what's right, every day. At Docusign, everything is equal.

We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you'll be loved by us, our customers, and the world in which we live.

Accommodation

Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at accommodations@docusign.com.

If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at taops@docusign.com for assistance.

Applicant and Candidate Privacy Notice

States Not Eligible for Employment

This position is not eligible for employment in the following states: Alaska, Hawaii, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia and Wyoming.

EEO Statement

It's important to us that we build a talented team that is as diverse as our customers and where all employees feel a deep sense of belonging and thrive. We encourage great talent who bring a range of perspectives to apply for our open positions. Docusign is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude and a can-do approach. We will not discriminate based on race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, or any other legally protected category.

EEO Know Your Rights poster

Employment Type: FULL_TIME

What DocuSign employees say

Hours and flexibility

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