Jersey Shore Wealth Associate – Entry-Level Remote Role

Remote
Part Time to Full Time
Entry Level

Live near the Jersey Shore and looking for a flexible, remote-first career with real mentorship and a long-term growth path?

We’re working with residents across the Jersey Shore to launch remote careers in financial services. As a Jersey Shore Wealth Associate, you’ll help individuals and families understand basic financial concepts like income protection and long-term planning. No financial experience is required—we’ll provide full training, digital tools, and licensing support.


What You’ll Do:

  • Conduct virtual consultations via Zoom or phone

  • Use templates and tools to present simple financial strategies

  • Participate in weekly team training and mentorship

  • Choose your hours—part-time or full-time flexibility


What We Offer:

  • Full onboarding and licensing guidance

  • Access to CRM, presentation materials, and scripts

  • Ongoing coaching and professional development

  • A remote-first structure with upward mobility


Who It’s Great For:

  • Residents of the Jersey Shore or surrounding communities

  • People looking for a mission-driven career from home

  • Those new to finance but eager to learn and grow

  • Anyone who wants a structured opportunity—not just a side hustle


Minimum Requirements:

  • 18+ with valid U.S. Social Security Number

  • Must reside in New Jersey

  • Must pass a background check (no felonies)

  • Willing to complete state licensing (we help with this)


This is a remote-first, growth-oriented opportunity for Jersey Shore residents looking to start a purpose-driven financial career with mentorship and full support.

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*