About this position
Live in Maryland or D.C. and looking to start a remote-first career with training, structure, and long-term growth potential?
We’re collaborating with motivated residents across Maryland and the District of Columbia to launch purpose-driven careers in financial services. As a Remote Finance Associate, you’ll guide individuals and families through foundational financial strategies like income protection and future planning. No experience is needed—we provide step-by-step licensing support, digital tools, and weekly mentorship.
What You’ll Do:
Conduct virtual client consultations (Zoom or phone)
Present financial solutions using proven scripts and systems
Join weekly coaching and mentorship sessions
Work part-time or full-time, remotely
What You’ll Receive:
Licensing guidance and onboarding support
CRM system, presentation materials, and training tools
Weekly mentorship from experienced leaders
A fully remote structure with room to grow
You’re a Fit If You:
Reside in Maryland or Washington, D.C.
Are coachable, dependable, and enjoy working with people
Want a career path with support and flexibility
Are seeking more than just a gig—you’re looking to grow
Minimum Requirements:
U.S. resident based in Maryland or D.C.
18+ with valid Social Security Number
Background check required (no felonies)
Willing to complete licensing (support provided)
This fully remote, entry-level financial services opportunity is designed for MD and DC residents seeking mentorship, flexibility, and a clear career path.
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