Evergreen Finance Trainee – Remote Role with Training & Mentorship
Live in Washington and want to start a professional remote career with structure, flexibility, and support?
We’re partnering with motivated individuals across the Evergreen State to launch entry-level careers in financial services. As an Evergreen Finance Trainee, you’ll be trained to guide clients through simple, effective financial strategies like income protection and planning. No experience is needed—we provide licensing support, digital tools, and one-on-one mentorship.
What You’ll Do:
Conduct virtual client consultations via Zoom or phone
Present financial solutions using digital scripts and software
Attend weekly team mentorship and training sessions
Choose full- or part-time hours that fit your lifestyle
What You’ll Receive:
Full onboarding and licensing assistance
Access to CRM, training resources, and presentation tools
Mentorship and weekly coaching from experienced professionals
Remote-first flexibility and a clear path to grow
You’re a Fit If You:
Live in Washington State and want a remote opportunity
Are professional, coachable, and eager to learn
Enjoy helping others and working within a system
Want more than a gig—you’re building a career
Minimum Requirements:
Must be a U.S. resident based in Washington
18+ with valid Social Security Number
Must pass a background check (no felonies)
Willing to complete licensing (support provided)
This is a remote-first, entry-level opportunity designed for Washington residents ready to grow with mentorship, structure, and long-term potential.