Mountain Region Wealth Trainee – Remote, Structured Career Launch
Live in the Rocky Mountain region and ready to start a professional career with purpose, support, and flexibility?
We’re currently partnering with individuals across the Mountain West—including Colorado, Utah, Montana, Wyoming, and Idaho—who are looking to begin a remote career in financial services. As a Mountain Region Wealth Trainee, you’ll receive full training, licensing support, and mentorship to help others make informed financial decisions while building your own future.
No financial background? No problem. This role is built for beginners ready to grow in a structured, supportive environment.
What You’ll Do:
Conduct virtual consultations with clients via Zoom or phone
Use scripts and tools to guide conversations around income protection and retirement strategy
Learn through a proven training system with live mentorship
Work remotely with a schedule you control—part-time or full-time
What’s Provided:
Complete onboarding and licensing support
Weekly team coaching and access to professional tools
Flexibility to set your own hours
Advancement opportunities based on performance and consistency
You’re a Great Fit If You:
Live in the Rocky Mountain region and want career-level remote work
Are coachable, people-focused, and driven by purpose
Want to learn new skills with structure and mentorship
Prefer a path with flexibility, income potential, and long-term growth
Minimum Requirements:
Must reside in one of the Mountain Region states (CO, UT, WY, MT, ID, etc.)
18+ with a valid U.S. Social Security Number
Must pass a background check (no felonies)
Willing to obtain a life & health license (we support this fully)
This is not a temp gig—it’s a career launch built for the modern professional.
If you’re ready to grow in a remote-first, purpose-driven role, we’re ready to support you.