About this position
If you're based in Colorado and ready for a flexible, remote opportunity in financial services—we're partnering with individuals who want to grow professionally while making an impact.
As a Rocky Mountain Finance Partner, you’ll guide individuals and families through practical financial strategies that support income protection, retirement planning, and financial wellness. You don’t need a finance background—just a commitment to learning, helping others, and growing into a role that offers real purpose and long-term potential.
This opportunity is fully remote and built for those who want a balanced career with upward mobility and mentorship.
What You’ll Do:
Meet virtually with clients to discuss financial goals and solutions
Educate on protection, retirement strategies, and debt planning using company tools
Follow a step-by-step training and mentorship system to build your confidence and results
Set your schedule and grow at your own pace—part-time or full-time
We Provide:
Complete onboarding and training (no experience needed)
Licensing support to meet Colorado certification requirements
Weekly team coaching and one-on-one mentorship
Flexible, remote-first model with career advancement pathways
You’re a Fit If You:
Reside in Colorado and want a career with flexibility and meaning
Are self-motivated, coachable, and want a professional remote role
Communicate well and enjoy helping people make smart decisions
Are ready to grow your skills and income in a regulated, respected field
Minimum Requirements:
Must reside in Colorado
18+ with a valid U.S. Social Security Number
Must pass a background check (no felonies)
Willing to obtain a life & health license (full support provided)
This is a remote partnership-based role.
If you're ready to start a career rooted in purpose, flexibility, and financial growth—we’re ready to support your next move.
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