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Remote Financial Educator Jobs in Indiana (NOW HIRING)

Manulife

This is a remote work arrangement with required travel within an assigned territory. Through a deep ... About Manulife and John Hancock Manulife Financial Corporation is a leading international financial ...

CSAA

Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other ... Required Experience, Education and Skills * Bachelor's degree in a related field, or an equivalent ...

Harris

Manage project financials. * Proactively resolve project issues to mitigate delays and reduce the ... Education in Business Administration or related field. * Experience in managing software ...

New

CSAA

Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS ...

CSAA

This role may require occasional travel ( Required Experience, Education and Skills: * Bachelor ... Master's degree preferred. * 5+ years of experience in product management, financial analysis, or a ...

New

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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 popular job titles related to Remote Financial Educator jobs in Indiana?

For Remote Financial Educator jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Remote Financial Educator jobs in Indiana look for?

The top searched job categories for Remote Financial Educator jobs in Indiana are:

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

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

Remote Financial Educator jobs near you
Infographic showing various Remote Financial Educator job openings in Indiana as of July 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% Remote job distribution.

Financial Relationship Banker - Zionsville

Huntington

Zionsville, IN • On-site, Remote

$18 - $23.50/hr

Full-time

Posted 27 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

67th of 175 rated banks

Job description

Description

A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Your responsibilities include:

  • Providing excellent customer service and effectively resolving complex customer issues.
  • Proactively identifies opportunities to grow customer relationships through pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. 
  • Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) 
  • Maintaining your knowledge of all products, services, technology and policies.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.

Required Qualifications:

  • High School Diploma or GED
  • 3 years customer service and sales in banking, financial services or goal driven retail sales.  Can include military service in an administration, contracting, civil affairs or similar role. 

OR

  • Bachelor's Degree
  • 2 year customer service and sales banking, financial services or goal driven retail sales.  Can include military service in an administration, contracting, civil affairs or similar role.

Preferred Qualifications:

  • Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go
  • Bachelor's degree 
  • Comfort with technology such as mobile services and online banking services are a plus


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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