Associate PT/FT

About the Role

Now seeking a few ambitious & driven individuals to step into a part-time leadership role. We are looking for candidates who want to make a positive impact in our communities by solving financial illiteracy. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.

Remote & Training

This position is 100% remote, with online tools and in-house training provided. No prior financial work experience is required. We prioritize a strong work ethic, integrity, perseverance, a desire to grow, and an entrepreneurial spirit.

Qualifications

• Customer service, leadership, and management backgrounds are preferred.
• Must pass a background check.
• Must be 18 years or older.
• Must be a U.S. citizen.

What We Offer

• Training and coaching included.
• Personally customized scheduling.
• Financial skills/knowledge not required.
• Leadership development opportunities.
• Entrepreneurially-minded and self-motivated individuals are encouraged.
• Education, coaching, or military backgrounds are a great fit.
• A drive, passion, and desire to help people are essential!

Our Process

As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically. If your qualifications seem like a strong fit, we will reach out to provide information on the next steps.

Your Role as an Associate

As an Associate, you will be a key contact for clients, ensuring their satisfaction. You will interact with clients and associates you are responsible for, providing timely, professional, and courteous support. Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.

You will work with clients to develop customized financial plans, helping them understand their financial situation and providing expert advice on improvement, from budgeting and debt reduction to investing and retirement planning.

You will be challenged to think creatively and work collaboratively with a team passionate about making a difference. Your ideas and contributions will be valued, offering opportunities for personal and professional growth.

Advancement & Compensation

Advancement and compensation are scalable based on personalized individual career goals.

Training & Support

In-house training is provided in both group and individual settings. All professionals have access to the training necessary for success. Our system is education-focused, with experienced brokers and business mentors available to assist you.

Career Flexibility

We offer opportunities for those looking to create a full-time career or a part-time role to earn additional income. We support the growth of your career and goals regardless of your chosen path.

We help make financial independence and security accessible to a diverse group of people from various backgrounds.

Please reach out with any questions. We look forward to reviewing your application!