Based in Massachusetts and ready to start a flexible, purpose-driven career?

We’re partnering with individuals across the Bay State to launch remote-first careers in financial services. As a Financial Services Trainee, you’ll guide clients through basic financial strategies like income protection and long-term planning. No prior experience is needed—we provide all the tools, training, and licensing support to help you succeed.

What You’ll Do:

• Host virtual consultations via Zoom or phone

• Present easy-to-understand financial solutions using proven tools

• Participate in ongoing mentorship and training sessions

• Manage your schedule with part-time or full-time flexibility

What You’ll Receive:

• Step-by-step onboarding and licensing assistance

• CRM system access, digital scripts, and presentation materials

• Weekly coaching from experienced mentors

• A remote-first structure with advancement opportunities

You’re a Fit If You:

• Live in Massachusetts and want remote career flexibility

• Are coachable, dependable, and people-oriented

• Enjoy learning new skills and following a structured path

• Are seeking a long-term professional opportunity—not just a gig

Requirements:

• Must reside in Massachusetts

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

• Must pass background check (no felonies)

• Willing to obtain required licensing (support provided)

This is a career-building opportunity for Massachusetts residents—designed for remote work, real growth, and real purpose.