Are you based in Illinois and looking for a flexible remote role with professional development and structure? We’re partnering with individuals who want to enter the financial services field—no prior experience required.

As a Financial Services Associate, you'll guide families and professionals through foundational financial topics including income protection, retirement readiness, and debt planning, all from your home office. You’ll use established processes, receive comprehensive training, and be part of a supportive team environment.

What You’ll Do:

• Conduct scheduled virtual consultations via phone or Zoom

• Walk clients through simple financial options using provided tools

• Participate in live training sessions, mentorship, and coaching

• Choose a flexible schedule—part-time or full-time—tailored to your lifestyle

What You’ll Receive:

• Complete onboarding and ongoing training (no background required)

• Assistance with obtaining state-required licensing

• Professional development via weekly team calls and access to digital learning resources

• A structured, remote-first environment with growth opportunities

Who You Are:

• Illinois resident with strong communication and customer-service abilities

• Charged with curiosity, coachable, and ready to learn

• Seeking flexible schedule and professional remote career

• Interested in helping people build financial confidence

Minimum Requirements:

• Must be 18+ with a valid U.S. Social Security Number

• Must reside in Illinois

• Must pass a background check (no felonies)

• Willing to pursue regulatory certification (support provided)

This is a remote, structured opportunity—not a gig or sales hustle.
If you’re ready to learn, grow, and support others—this could be your next step.