Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided
About the Opportunity We’re expanding our financial services team and are looking for motivated individuals interested in building a flexible career helping individuals and families work toward their financial goals. This is an entry-level opportunity designed for individuals who want professional development, mentorship, and the ability to build a long-term career. No prior industry experience is required. We provide training, support, and guidance to help you develop the skills needed for success. This opportunity may be a fit for individuals seeking: A career transition or additional income opportunity Flexible scheduling (part-time or full-time) Professional growth and leadership development A career focused on helping others What You’ll Do Meet with individuals and families virtually to discuss financial priorities and goals Educate clients on protection planning, retirement strategies, and financial concepts Help clients identify potential gaps and opportunities within their financial plans Build long-term relationships through ongoing communication and support Participate in mentorship, training, and professional development programs Develop your business through networking, referrals, and community outreach Who We’re Looking For You may be a strong fit if you: Enjoy working with and helping people Communicate effectively by phone and video Are coachable and open to learning new skills Are self-motivated and dependable Are interested in long-term career development Have experience in customer service, sales, management, education, healthcare, or another client-facing field (helpful but not required) Training & Support Structured onboarding process Ongoing mentorship from experienced professionals Weekly educational workshops and training sessions Professional development opportunities Leadership advancement based on performance Compensation & Schedule Performance-based compensation Flexible schedule (part-time or full-time) Remote work environment Independent contractor opportunity Next Steps Qualified applicants will be invited to a brief introductory conversation to: Learn more about the opportunity Review the training and mentorship structure Determine whether the position is a good fit Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).