Midwest Money Coach – Flexible Start in Financial Services

Remote
Part Time to Full Time
Entry Level

Based in the Midwest and looking for a career shift that offers flexibility, mentorship, and meaningful work?

We’re currently expanding our remote-first team across the region and inviting individuals to launch a new career as a Midwest Money Coach. In this entry-level role, you’ll be trained to guide clients through foundational financial strategies—like income protection, budgeting support, and long-term planning.

You’ll work remotely, on your schedule, and get full onboarding, licensing help, and daily mentorship.


What You’ll Be Doing:

  • Host virtual meetings with individuals and families via Zoom or phone

  • Use training tools and scripts to introduce financial strategies

  • Follow a step-by-step development track with team guidance

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


What’s Included:

  • Full onboarding, licensing support, and team mentorship

  • Access to CRM, digital training portal, and client resources

  • Weekly development calls and live support

  • Remote structure with performance-based growth


You’re a Great Fit If You:

  • Live in the Midwest and want a flexible, remote role

  • Are curious, coachable, and people-focused

  • Value purpose and growth over pressure or cold calls

  • Want a long-term, ethical career path in finance


Minimum Requirements:

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

  • Must live in the Midwest (OH, MI, IL, WI, IN, IA, MN, MO, KS, NE, SD, ND)

  • Must pass a background check (no felonies)

  • Willing to complete a state certification process (we help with that)


This is a purpose-driven, entry-level financial role for Midwest residents—built for growth, not a sales hustle.

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