Palmetto State Finance Starter – Remote Role with Full Training

Remote
Part Time to Full Time
Entry Level

Live in South Carolina and want to start a flexible, remote-first career in financial services—with real structure, support, and purpose?

As a Palmetto State Finance Starter, you’ll guide individuals and families through simple, proven financial strategies. You don’t need experience—we’ll provide step-by-step licensing support, training tools, and dedicated mentorship to help you succeed.


What You’ll Do:

  • Conduct client consultations via Zoom or phone

  • Use templates and digital tools to present financial options

  • Join weekly training and team mentorship sessions

  • Set your own schedule—part-time or full-time


What’s Included:

  • Full onboarding and licensing guidance

  • CRM, scripts, and presentation materials

  • Weekly coaching and mentorship

  • Remote-first career path with room to grow


You’re a Great Fit If You:

  • Live in South Carolina and want remote flexibility

  • Are dependable, coachable, and eager to learn

  • Want a career path—not a short-term gig

  • Enjoy helping others and communicating clearly


Minimum Requirements:

  • U.S. resident based in South Carolina

  • 18+ with valid Social Security Number

  • Must pass a background check (no felonies)

  • Willing to complete licensing (we help you through it)


This is a remote-first, purpose-driven opportunity for South Carolina residents ready to grow in financial services—with full support and structured mentorship.

Share

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Human Check*