Live in Wisconsin and want a remote-first career with structure, mentorship, and the flexibility to grow on your terms?

We’re working with motivated individuals across the Badger State to help them enter the financial services industry—no experience required. As a Badger State Finance Associate, you’ll guide individuals and families through easy-to-understand financial strategies from the comfort of your home. We provide step-by-step licensing support, training, and the digital tools you need to succeed.

What You’ll Do:

• Conduct client consultations virtually (Zoom or phone)

• Use digital tools and scripts to present financial solutions

• Follow a structured onboarding and mentorship program

• Work part-time or full-time with full remote flexibility

What You’ll Receive:

• Licensing assistance and onboarding support

• CRM, presentation templates, and training resources

• Weekly mentorship and ongoing coaching

• Career growth opportunities with a remote-first structure

You’re a Fit If You:

• Live in Wisconsin and want flexible, remote work

• Are coachable, reliable, and people-oriented

• Want a career path with purpose—not just a gig

• Enjoy helping others and learning new skills

Minimum Requirements:

• U.S. resident living in Wisconsin

• 18+ with valid Social Security Number

• Must pass a background check (no felonies)

• Willing to complete licensing (support provided)

This is a remote-first, entry-level opportunity designed for Wisconsin residents seeking structured mentorship, professional development, and a clear path to growth in financial services.