About this position
Based in Massachusetts and ready to start a flexible, purpose-driven career?
We’re partnering with individuals across the Bay State to launch remote-first careers in financial services. As a Financial Services Trainee, you’ll guide clients through basic financial strategies like income protection and long-term planning. No prior experience is needed—we provide all the tools, training, and licensing support to help you succeed.
What You’ll Do:
Host virtual consultations via Zoom or phone
Present easy-to-understand financial solutions using proven tools
Participate in ongoing mentorship and training sessions
Manage your schedule with part-time or full-time flexibility
What You’ll Receive:
Step-by-step onboarding and licensing assistance
CRM system access, digital scripts, and presentation materials
Weekly coaching from experienced mentors
A remote-first structure with advancement opportunities
You’re a Fit If You:
Live in Massachusetts and want remote career flexibility
Are coachable, dependable, and people-oriented
Enjoy learning new skills and following a structured path
Are seeking a long-term professional opportunity—not just a gig
Requirements:
Must reside in Massachusetts
18+ with valid U.S. Social Security Number
Must pass background check (no felonies)
Willing to obtain required licensing (support provided)
This is a career-building opportunity for Massachusetts residents—designed for remote work, real growth, and real purpose.
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