Ocean State Finance Trainee – Remote Start with Full Mentorship

Remote
Part Time to Full Time
Entry Level

Live in Rhode Island and looking for a remote-first career with full support, structure, and the chance to grow?

We’re partnering with residents across the Ocean State to launch careers in financial services. As an Ocean State Finance Trainee, you’ll guide individuals and families through simple financial strategies for protection and planning. No experience required—we’ll provide licensing help, training tools, and ongoing mentorship.


What You’ll Do:

  • Conduct virtual consultations via Zoom or phone

  • Present financial solutions using digital resources

  • Attend weekly team mentorship and training sessions

  • Work part-time or full-time with flexible scheduling


What You’ll Receive:

  • Step-by-step licensing support

  • CRM, presentation scripts, and digital tools

  • Weekly mentorship from experienced team leaders

  • Fully remote structure with potential for advancement


You’re a Fit If You:

  • Reside in Rhode Island and want a flexible, remote opportunity

  • Are coachable, dependable, and team-oriented

  • Want more than a gig—you’re seeking a long-term career path

  • Are open to learning and working with others


Minimum Requirements:

  • U.S. resident living in Rhode Island

  • 18+ with valid Social Security Number

  • Background check required (no felonies)

  • Willing to complete licensing (we guide the process)


This is a fully remote, entry-level opportunity for Rhode Island residents looking to start a career in financial services with mentorship and real structure.

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