Entry-Level Financial Navigator – Remote Role with Full Training
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.