Financial Services Associate

About the Opportunity

We are expanding our financial services team and are seeking motivated individuals who want a flexible, growth-oriented career in the financial services industry.

This role focuses on client education, relationship-building, and long-term financial strategies. No prior experience in finance is required, full training and licensing support are provided.

This opportunity is ideal for career changers, professionals seeking flexibility, or individuals looking to build a scalable income over time.

Responsibilities

• Educate clients on financial products and strategies related to protection, growth, and retirement
• Conduct virtual meetings and information sessions
• Assist clients through a structured, needs-based process
• Maintain professional client relationships
• Participate in ongoing training and mentorship

Qualifications

• Strong communication and interpersonal skills
• Self-motivated and coachable mindset
• Professional and ethical approach
• Ability to obtain required state licensing (training provided)
• Must pass a background check

What We Offer

• Remote and flexible schedule
• Performance-based compensation with uncapped earning potential
• Licensing and ongoing professional development
• Clear advancement opportunities for those interested in leadership
• Supportive, team-oriented culture

Who This Role Is For

• Individuals exploring a career change
• Professionals seeking flexible income opportunities
• Those interested in financial education and long-term growth
• Self-driven individuals looking for more control over their career path
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• Apply to learn more about this opportunity.