Golden State Finance Associate – Remote Start with Full Training

Remote
Part Time to Full Time
Entry Level

Live in California and ready to start a flexible, remote-first career in financial services—with structure, mentorship, and growth?

We’re partnering with motivated Californians to help launch entry-level careers in a mission-driven industry. As a Golden State Finance Associate, you’ll learn to help individuals and families with simple, impactful financial strategies. No prior experience is needed—we provide the tools, licensing assistance, and daily coaching to help you thrive from home.


What You’ll Do:

  • Meet virtually with clients via Zoom or phone

  • Present easy-to-understand financial solutions

  • Attend weekly mentorship and team training

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


What’s Provided:

  • Licensing support and step-by-step onboarding

  • CRM, templates, and training materials

  • Regular team coaching and leadership support

  • Remote flexibility and a clear growth path


You’re a Great Fit If You:

  • Live in California and want professional flexibility

  • Are coachable, professional, and team-oriented

  • Want more than a gig—you're looking for a career path

  • Can follow structure and use digital tools


Minimum Requirements:

  • U.S. resident based in California

  • 18+ with a valid Social Security Number

  • Pass a background check (no felonies)

  • Willing to complete licensing (we provide support)


This is a flexible, entry-level opportunity for California residents looking to grow in a mission-driven financial role—with full support and a clear remote path.


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