Client Services & Financial Support Associate
Client Services & Financial Support Associate
Are you passionate about helping people and making a real difference in their lives? We’re looking for motivated, caring individuals to join our team and help families build stronger financial futures. No experience? No problem — we provide paid training and mentorship every step of the way!
In this role, you’ll:
• Work with families to help them become properly protected, debt free, and financially free.
• Support clients by answering questions and guiding them toward solutions that fit their goals.
• Learn how to prepare simple, personalized financial plans with the support of senior team members.
• Use easy-to-learn tools and software to stay organized and track progress.
• Grow your knowledge of financial services while focusing on customer care.
What we’re looking for:
• Strong communication and people skills.
• Organized and detail-oriented.
• Comfortable learning basic financial concepts (we’ll teach you the rest!).
• A genuine desire to help families reduce stress and find peace of mind.
• Must be 18+ and able to pass a background check.
Why you’ll love working with us:
• Paid training and one-on-one mentorship.
• A supportive, team-oriented culture.
• Real growth opportunities — move into advanced roles in financial planning and strategy.
• Remote work with a flexible schedule that fits your life.
Job Types: Full-time, Part-time
Benefits:
• 401(k)
• Flexible schedule
• Life insurance
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
Work Location: Remote
Job Types: Full-time, Part-time
Pay: $1,500.00 - $3,500.00 per month
Expected hours: No less than 15 per week
Benefits:
• 401(k)
• Flexible schedule
• Life insurance
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
Work Location: Remote
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