About this position
Live in New York and looking for a flexible, remote-first career with purpose and growth?
We’re partnering with individuals across the Empire State to launch careers in financial services. As an Empire State Finance Trainee, you’ll help clients understand foundational financial strategies—like protecting income and planning for the future. No experience required. We provide full training, licensing support, and one-on-one mentorship to help you succeed.
What You’ll Do:
Host client consultations via Zoom or phone
Present financial solutions using templates and tools
Attend weekly mentorship and team development sessions
Choose your own hours—part-time or full-time
What You’ll Receive:
Step-by-step onboarding and licensing guidance
CRM access, presentation tools, and scripts
Mentorship from experienced professionals
Remote-first flexibility and career path
You’re a Great Fit If You:
Live in New York and want career flexibility
Are coachable, dependable, and eager to learn
Enjoy helping people and communicating clearly
Want structure and support—not just a gig
Minimum Requirements:
18+ with valid U.S. Social Security Number
Must reside in New York
Must pass a background check (no felonies)
Willing to complete state licensing (we provide help)
This is a remote-first, entry-level financial services role built for New Yorkers ready to launch a purpose-driven career.
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