Evergreen Finance Trainee – Remote Role with Training & Mentorship

Remote
Part Time to Full Time
Entry Level

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.

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