Financial Services Associate

Financial Services Associate

Remote / Hybrid Options Available Part-Time or Full-Time

We are expanding our financial services team and are seeking motivated individuals interested in building a long-term career in the financial industry.

No prior experience is required. We provide training, mentorship, and support throughout the licensing process. Newly licensed professionals are also encouraged to apply.

About the Role

This position focuses on helping individuals and families understand financial protection, retirement, and wealth-building concepts.

Responsibilities include:

* Meeting with clients virtually or in person

* Educating clients on financial planning and protection strategies

* Assisting clients with identifying solutions that fit their needs after training and licensing

* Building and maintaining client relationships

* Participating in ongoing training and professional development

Qualifications

* Interested in building a career in financial services

* Willing to obtain the necessary state licenses

* Coachable, self-motivated, and professional

* Strong communication and interpersonal skills

* Must be 18 years of age or older

* Authorized to work in the United States

* Willing to complete any required background screening and licensing requirements

Getting Started

Qualified applicants will be contacted to schedule a brief introductory conversation to learn more about the position, training process, and available opportunities.

No prior financial services experience is required.

Training and support are provided for qualified candidates.