Mountain West Money Starter – Remote Entry into Financial Services

Remote
Part Time to Full Time
Entry Level

Live in Montana and looking to kick off a flexible, remote-first career with mentorship, structure, and real growth potential?

We’re working with individuals across the Mountain West who are ready to start a career in financial services—with full training, licensing support, and daily coaching. As a Mountain West Money Starter, you’ll guide clients through foundational financial strategies like income protection and long-term planning.

No experience required—we’ll walk you through every step.


What You’ll Do:

  • Meet with clients via Zoom or phone

  • Present simple, proven financial tools and solutions

  • Participate in weekly training and development calls

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


What You’ll Receive:

  • Step-by-step onboarding and state licensing support

  • CRM access, scripts, and presentation materials

  • One-on-one mentorship and team support

  • Remote flexibility with advancement opportunities


You’re a Great Fit If You:

  • Live in Montana and want a remote, structured role

  • Are coachable, dependable, and open to learning

  • Enjoy helping people and using digital tools

  • Want to grow within a team—not chase gigs


Minimum Requirements:

  • U.S. resident based in Montana

  • 18+ with valid Social Security Number

  • Pass a background check (no felonies)

  • Willing to complete licensing (we provide support)


This is a flexible, remote-first career start for Montana residents who want structure, support, and long-term impact.

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