Carolina Finance Starter – Remote Entry into Financial Services
Live in North Carolina and looking for a remote-first career with mentorship, structure, and a clear path forward?
We’re helping motivated North Carolinians break into the financial services industry—no prior experience needed. As a Carolina Finance Starter, you’ll help clients understand basic financial strategies like income protection and planning, all from the comfort of your home. Full training, tools, and licensing support are provided.
What You’ll Do:
Host virtual financial consultations via Zoom or phone
Use provided tools and scripts to present solutions
Follow structured onboarding and team mentorship
Work part-time or full-time with schedule flexibility
What You’ll Receive:
Step-by-step licensing support and training
CRM software, templates, and digital tools
Weekly team coaching and mentorship
Remote-first work structure with advancement opportunity
You’re a Fit If You:
Live in North Carolina and want professional flexibility
Are coachable, organized, and people-oriented
Want to grow a career—not chase short-term gigs
Enjoy helping others and communicating clearly
Minimum Requirements:
18+ U.S. resident with valid Social Security Number
Must reside in North Carolina
Must pass a background check (no felonies)
Willing to complete licensing (we provide help)