Looking to break into the financial services industry without prior experience? We’re partnering with driven individuals across the U.S. to launch careers as Digital Finance Guides—remote-first professionals who help clients feel confident about their financial futures.

This role is built for people who want flexibility, a clear growth path, and full support. You’ll meet with clients virtually, use digital tools to explain simple financial strategies, and develop your skills through mentorship and structured training.

Responsibilities:

• Connect with clients via Zoom or phone

• Present strategies using company-provided tools and scripts

• Follow a clear onboarding and licensing track

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

What’s Included:

• Full onboarding and licensing support

• CRM access, digital playbooks, and presentation tools

• Weekly mentorship and training sessions

• A remote-first structure with advancement potential

This Role Is Great For:

• Career changers looking for a fresh start

• Service-minded professionals who enjoy helping others

• Remote work seekers who value purpose and structure

• Anyone ready to learn and grow in a digital-first industry

Minimum Requirements:

• 18+ with valid U.S. Social Security Number

• U.S.-based and authorized to work

• Must pass a background check (no felonies)

• Willing to obtain licensing (we provide support)

This is a remote, entry-level opportunity designed to help new professionals build meaningful careers in financial services—with digital tools, mentorship, and impact built in.