Ocean State Finance Trainee – Remote Start with Full Mentorship
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.