About this position
Looking for a remote career that combines flexibility, mentorship, and meaningful work—all from right here in Montana?
As a Trailhead Finance Associate, you’ll start your journey into the financial services field with full training, licensing support, and real mentorship. You’ll work remotely and help clients make smart decisions about protecting income, preparing for the future, and building financial confidence.
This is a structured, entry-level opportunity designed for growth-minded Montanans—no experience needed.
Key Responsibilities:
Meet with clients via Zoom or phone
Present foundational financial strategies using company tools
Participate in mentorship and ongoing team training
Set your own flexible hours—part-time or full-time
What’s Provided:
Onboarding and licensing support
CRM system, digital resources, and presentation scripts
Coaching from experienced professionals
Remote-first flexibility and professional growth path
You’re a Fit If You:
Live in Montana and want a remote-first role with mentorship
Are coachable, reliable, and open to learning
Communicate well and enjoy helping others
Want a career path—not just a temporary job
Minimum Requirements:
Must be a U.S. resident living in Montana
18+ with valid Social Security Number
Able to pass a background check (no felonies)
Willing to complete licensing (we’ll help you through it)
This is a flexible and purpose-driven opportunity for Montana residents ready to start strong in financial services—with full support and a clear trail forward.
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