About this position
Live in Oregon and ready to launch a remote-first career with training, flexibility, and a clear path to grow?
We’re working with Oregonians who want to break into financial services—no experience needed. As a Pacific Northwest Finance Associate, you’ll help individuals and families understand basic financial strategies like income protection and planning. We provide full training, digital tools, and licensing support so you can succeed from anywhere in the state.
What You’ll Do:
Conduct virtual financial consultations via Zoom or phone
Use provided scripts and software to present solutions
Attend weekly team mentorship and training
Set your schedule—part-time or full-time
What You’ll Receive:
Licensing assistance and step-by-step onboarding
CRM access, digital training tools, and presentation scripts
Weekly coaching and ongoing support
Remote-first flexibility and career growth opportunity
You’re a Fit If You:
Reside in Oregon and seek remote career growth
Are coachable, dependable, and people-oriented
Want structured support—not a gig
Are eager to learn and apply new skills
Minimum Requirements:
Must be a U.S. resident based in Oregon
18+ with a valid Social Security Number
Able to pass a background check (no felonies)
Willing to complete licensing (support provided)
This remote-first, entry-level opportunity is perfect for Oregonians ready to grow in a purpose-driven financial career.
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