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).