Lone Star Finance Associate – Remote Role with Training & Growth Path

Remote
Part Time to Full Time
Entry Level

Live in Texas and want a remote-first career with real flexibility, full training, and long-term potential?

We’re working with motivated individuals across the Lone Star State to launch careers in financial services. As a Lone Star Finance Associate, you’ll guide clients through simple financial strategies like income protection and long-term planning. No experience needed—we provide licensing support, digital tools, and one-on-one mentorship.


What You’ll Do:

  • Conduct virtual client consultations (Zoom or phone)

  • Use digital tools to present financial options

  • Follow a structured training and onboarding plan

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


What You’ll Receive:

  • Licensing assistance and onboarding support

  • CRM system, scripts, and digital presentation tools

  • Weekly mentorship and team coaching

  • A fully remote structure with advancement opportunity


You’re a Fit If You:

  • Reside in Texas and want flexible, remote career growth

  • Are coachable, reliable, and eager to learn

  • Want more than a gig—seeking a structured path

  • Enjoy working with and helping others


Minimum Requirements:

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

  • 18+ with valid Social Security Number

  • Able to pass a background check (no felonies)

  • Willing to complete licensing (we help with the process)


This is a fully remote, structured opportunity for Texans who want purpose, flexibility, and career growth in the financial world.

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