Job Description
At Techiya, we believe educators deserve the same level of financial confidence that they help create in others every day.
We help teachers build, protect and transfer wealth through our Family Wealth System™, combining investing, protection, retirement and legacy planning into one coordinated approach.
We’re looking for purpose-driven individuals who want to make a meaningful impact while building a rewarding advisory career.
What You’ll Do- Conduct Teacher Wealth Blueprint Sessions
- Help clients identify financial blind spots
- Guide clients through wealth building and protection strategies
- Support retirement and legacy planning conversations
- Build long-term client relationships
- Participate in training and coaching
- Passionate about helping people
- Strong communication skills
- Growth mindset
- No prior financial advisory experience required
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