Associate (Part-Time, Remote)

A mission-driven financial education and services organization focused on solving financial illiteracy. Our team helps individuals, families, and business owners gain the knowledge and tools needed to build financial security and long-term independence. We combine in-depth training, mentorship from experienced professionals, and modern online tools to help motivated people grow a meaningful career in financial education and guidance.

About the role

This part-time, remote Associate role is ideal for ambitious, service-oriented professionals seeking flexible work while developing leadership skills and financial expertise. You’ll step into a client-facing position where you can make a direct, positive impact on people’s financial futures—no prior financial experience required. In-house training, coaching, and ongoing support will prepare you to educate clients, develop customized financial strategies, and build a book of satisfied clients and associates. Advancement and compensation scale with your individual goals, allowing you to grow from part-time income into a fuller career path if desired.

Responsibilities

• Serve as a primary point of contact for clients, building trust-based relationships and addressing their questions and needs promptly and professionally.
• Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
• Develop customized financial plans tailored to clients’ unique goals, priorities, and current financial situations.
• Leverage provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
• Collaborate with a team of like-minded associates and mentors, sharing insights and strategies to improve client outcomes and grow your own practice.

What success looks like

• Within the first 36 months, confidently conduct client conversations that clearly explain financial concepts in simple, relatable terms.
• Develop and maintain a growing base of clients who regularly seek your guidance and refer others based on the quality of your service.
• Consistently follow through on client action plans, ensuring timely check-ins, plan reviews, and adjustments as their needs evolve.
• Demonstrate steady personal growth by actively participating in training, applying feedback from mentors, and taking on increasing responsibility in client education and leadership activities.

Requirements

• Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
• Strong communication and people skills, with the ability to listen, build rapport, and explain information clearly.
• Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
• Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.
• 18 or older, U.S. citizen, and able to pass a background check.

Benefits

• Scalable advancement and compensation based on personalized individual career goals.
• In-house training and coaching, including access to experienced brokers and business mentors.
• Part-time opportunity with flexibility to expand toward full-time or maintain as additional income.
• Personally customized scheduling with the ability to work 100% remotely.