If you’re based in the Western U.S. and seeking a flexible, remote-first career with mentorship and upward mobility, this opportunity was built for you.

As a Western Region Financial Associate, you’ll help individuals and families navigate personal financial decisions—like planning for the future, protecting income, and building financial confidence. We provide the tools, training, and licensing support to get you started—no finance experience required.

Responsibilities:

• Meet with clients virtually using Zoom or phone

• Share proven financial strategies using company-provided tools

• Attend live team trainings and mentorship sessions

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

What’s Provided:

• Full onboarding and licensing support

• CRM access, training portal, and templates

• Professional mentorship and ongoing team development

• Remote work flexibility and career advancement track

Ideal For Those Who:

• Live in Western U.S. states (CA, WA, OR, NV, AZ, CO, UT, NM, ID, MT, WY)

• Are motivated, coachable, and people-focused

• Enjoy helping others make confident decisions

• Want to grow within a supportive, structured remote role

Requirements:

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

• Must pass a background check (no felonies)

• Reside in one of the Western region states

• Willing to complete state certification/licensing (with support)

This is a structured, purpose-driven opportunity for Western U.S. professionals ready to build a long-term remote career.