Entry-Level Financial Navigator – Remote Role with Full Training

Remote
Part Time to Full Time
Entry Level

Want to start a remote career where you can grow, help others, and develop real-world skills?

We’re partnering with individuals across the U.S. to launch careers in financial services as Entry-Level Financial Navigators. This is a fully remote opportunity built for people new to the industry who want structure, mentorship, and a clear pathway to growth.

You’ll be trained to guide individuals through basic financial strategies using digital tools, proven scripts, and hands-on coaching—no prior experience needed.


What You’ll Be Doing:

  • Meet virtually with clients via Zoom or phone

  • Present easy-to-understand financial concepts using templates

  • Participate in structured mentorship and training calls

  • Work flexible hours—part-time or full-time availability


What’s Provided:

  • Licensing assistance and complete onboarding

  • CRM access, presentation tools, and digital resources

  • Support from experienced mentors and team leaders

  • Remote flexibility and long-term development track


Ideal Candidates Are:

  • New to the financial industry and ready to learn

  • Dependable, coachable, and purpose-driven

  • Comfortable working with people and technology

  • Looking for a remote-first career—not a temporary gig


Minimum Requirements:

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

  • Must reside in the U.S.

  • Able to pass a background check (no felonies)

  • Willing to complete licensing process (we provide help)


This is a structured, entry-level role designed for people ready to grow in a mission-driven financial career—remotely.

Share

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Human Check*