Lead Associate - Remote

About the role

We're looking for ambitious and driven individuals to join our team in a part-time or full-time, 100% remote role. You’ll work to solve one of the world’s most pressing issues—financial illiteracy—by serving as a key contact and liaison for clients, ensuring their total satisfaction. This position provides online tools and in-house training, so no prior financial work experience is required.

You’ll interact with clients and associates on an ongoing basis, providing timely, professional, and courteous support. Associates share financial knowledge, education, and strategies covering business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients progress financially. You’ll develop customized financial plans tailored to clients’ unique needs and goals, guiding them through budgeting, debt reduction, investing, and retirement planning.

You’ll collaborate with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued, and you’ll have opportunities for personal and professional growth.

Responsibilities

• Serve as a key contact and liaison for clients to ensure their satisfaction.
• Interact with clients and associates on an ongoing basis, providing professional support.
• Share financial knowledge, education, and strategies for business, investments, insurance, retirement, savings, and estate planning.
• Develop customized financial plans that align with clients’ unique needs and goals.
• Guide clients through budgeting, debt reduction, investing, and retirement planning.
• Collaborate with a team of like-minded professionals to drive impact.

Requirements

• Must pass a background check.
• 18 years or older.
• U.S. citizen.
• Strong work ethic, integrity, perseverance, and a desire to grow.
• Entrepreneurial spirit and self-motivation.
• Drive, passion, and desire to help people.

Qualifications

• Customer service, leadership, or management backgrounds are preferred.
• Education, coaching, or military backgrounds are a great fit.
• No prior financial work experience required.

Training & Development

• In-house training provided in both group and individual settings.
• Access to experienced mentors and an education-focused system.
• Leadership development opportunities.
• Personally customized scheduling.

Benefits

• Advancement and compensation scalable based on personalized career goals.
• Opportunities for personal and professional growth.