Looking for a remote career that combines flexibility, mentorship, and meaningful work—all from right here in Montana?

As a Trailhead Finance Associate, you’ll start your journey into the financial services field with full training, licensing support, and real mentorship. You’ll work remotely and help clients make smart decisions about protecting income, preparing for the future, and building financial confidence.

This is a structured, entry-level opportunity designed for growth-minded Montanans—no experience needed.

Key Responsibilities:

• Meet with clients via Zoom or phone

• Present foundational financial strategies using company tools

• Participate in mentorship and ongoing team training

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

What’s Provided:

• Onboarding and licensing support

• CRM system, digital resources, and presentation scripts

• Coaching from experienced professionals

• Remote-first flexibility and professional growth path

You’re a Fit If You:

• Live in Montana and want a remote-first role with mentorship

• Are coachable, reliable, and open to learning

• Communicate well and enjoy helping others

• Want a career path—not just a temporary job

Minimum Requirements:

• Must be a U.S. resident living in Montana

• 18+ with valid Social Security Number

• Able to pass a background check (no felonies)

• Willing to complete licensing (we’ll help you through it)

This is a flexible and purpose-driven opportunity for Montana residents ready to start strong in financial services—with full support and a clear trail forward.