About this position
Live in Montana and looking to kick off a flexible, remote-first career with mentorship, structure, and real growth potential?
We’re working with individuals across the Mountain West who are ready to start a career in financial services—with full training, licensing support, and daily coaching. As a Mountain West Money Starter, you’ll guide clients through foundational financial strategies like income protection and long-term planning.
No experience required—we’ll walk you through every step.
What You’ll Do:
Meet with clients via Zoom or phone
Present simple, proven financial tools and solutions
Participate in weekly training and development calls
Set your own schedule—part-time or full-time
What You’ll Receive:
Step-by-step onboarding and state licensing support
CRM access, scripts, and presentation materials
One-on-one mentorship and team support
Remote flexibility with advancement opportunities
You’re a Great Fit If You:
Live in Montana and want a remote, structured role
Are coachable, dependable, and open to learning
Enjoy helping people and using digital tools
Want to grow within a team—not chase gigs
Minimum Requirements:
U.S. resident based in Montana
18+ with valid Social Security Number
Pass a background check (no felonies)
Willing to complete licensing (we provide support)
This is a flexible, remote-first career start for Montana residents who want structure, support, and long-term impact.
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