Remote Associate (Part-Time)

Overview

This part-time Associate role is a client-facing position focused on financial education and guidance. The organization provides in-house training, coaching, and ongoing support to help you educate clients, develop customized financial strategies, and build a base of satisfied clients and associates.

No prior financial experience required. This role is designed for service-oriented professionals who want flexible, remote work and the opportunity to develop leadership skills.

Responsibilities

• Serve as a primary point of contact for clients, building trust-based relationships and ensuring questions and needs are addressed promptly and professionally.
• Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
• Work with clients to develop customized financial plans tailored to their unique goals, priorities, and current financial situations.
• Use provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
• Collaborate with a team of associates and mentors to share insights and strategies to improve client outcomes and grow your own practice.

What Success Looks Like

• Within the first 36 months, confidently conduct client conversations that clearly explain financial concepts in simple, relatable terms.
• Develop and maintain a growing base of clients who regularly seek your guidance and refer others based on the quality of your service.
• Consistently follow through on client action plans, including timely check-ins, plan reviews, and adjustments as needs evolve.
• Demonstrate steady personal growth by participating in training, applying feedback from mentors, and taking on increasing responsibility in client education and leadership activities.

Requirements

• Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
• Strong communication and people skills, including the ability to listen, build rapport, and explain information clearly.
• Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
• Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.

Compensation & Benefits

• Advancement and compensation are scalable based on personalized individual career goals.
• Training and coaching provided in-house, including access to experienced brokers and business mentors.
• Part-time opportunity with flexibility to expand toward full-time career or maintain as additional income.
• Personally customized scheduling with the ability to work 100% remotely.

Eligibility Requirements

• Must be 18 or older.
• Must be a U.S. citizen.
• Must be able to pass a background check.