Pacific Northwest Finance Associate – Remote Entry Role with Training

Remote
Part Time to Full Time
Entry Level

Live in Oregon and ready to launch a remote-first career with training, flexibility, and a clear path to grow?

We’re working with Oregonians who want to break into financial services—no experience needed. As a Pacific Northwest Finance Associate, you’ll help individuals and families understand basic financial strategies like income protection and planning. We provide full training, digital tools, and licensing support so you can succeed from anywhere in the state.


What You’ll Do:

  • Conduct virtual financial consultations via Zoom or phone

  • Use provided scripts and software to present solutions

  • Attend weekly team mentorship and training

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


What You’ll Receive:

  • Licensing assistance and step-by-step onboarding

  • CRM access, digital training tools, and presentation scripts

  • Weekly coaching and ongoing support

  • Remote-first flexibility and career growth opportunity


You’re a Fit If You:

  • Reside in Oregon and seek remote career growth

  • Are coachable, dependable, and people-oriented

  • Want structured support—not a gig

  • Are eager to learn and apply new skills


Minimum Requirements:

  • Must be a U.S. resident based in Oregon

  • 18+ with a valid Social Security Number

  • Able to pass a background check (no felonies)

  • Willing to complete licensing (support provided)

This remote-first, entry-level opportunity is perfect for Oregonians ready to grow in a purpose-driven financial career.

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