About this position
We’re partnering with East Coast residents ready to launch a flexible, remote-first career in financial services. Whether you're in New England, the Mid-Atlantic, or the Southeast coast, this is a chance to earn, grow, and help others—with full support and structure from day one.
As an East Coast Financial Associate, you’ll use company-provided tools and mentorship to help individuals and families navigate financial decisions. No experience is required—just commitment, coachability, and a strong internet connection.
What You’ll Do:
Connect with clients virtually using Zoom or phone
Guide clients through simple financial strategies using provided tools
Attend weekly training and mentorship sessions
Set your own schedule—part-time or full-time
What You’ll Receive:
Step-by-step onboarding and state licensing support
Access to CRM, training portal, and support materials
Remote flexibility and performance-based advancement
Structured development track and leadership opportunities
You’re a Fit If You:
Reside on the East Coast and want a remote-first opportunity
Are dependable, coachable, and people-centered
Prefer support and structure over sales pressure
Want to grow a long-term, purpose-driven career
Minimum Requirements:
18+ U.S. resident with valid Social Security Number
Must reside in an East Coast state
Must pass a background check (no felonies)
Willing to complete licensing (support provided)
This is a growth-focused, remote career path for East Coast professionals seeking training, support, and flexibility.
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