Rocky Mountain Entry Finance Partner

Remote
Part Time to Full Time
Student (High School)

If you're based in Colorado and ready for a flexible, remote opportunity in financial services—we're partnering with individuals who want to grow professionally while making an impact.

As a Rocky Mountain Finance Partner, you’ll guide individuals and families through practical financial strategies that support income protection, retirement planning, and financial wellness. You don’t need a finance background—just a commitment to learning, helping others, and growing into a role that offers real purpose and long-term potential.

This opportunity is fully remote and built for those who want a balanced career with upward mobility and mentorship.


What You’ll Do:

  • Meet virtually with clients to discuss financial goals and solutions

  • Educate on protection, retirement strategies, and debt planning using company tools

  • Follow a step-by-step training and mentorship system to build your confidence and results

  • Set your schedule and grow at your own pace—part-time or full-time


We Provide:

  • Complete onboarding and training (no experience needed)

  • Licensing support to meet Colorado certification requirements

  • Weekly team coaching and one-on-one mentorship

  • Flexible, remote-first model with career advancement pathways


You’re a Fit If You:

  • Reside in Colorado and want a career with flexibility and meaning

  • Are self-motivated, coachable, and want a professional remote role

  • Communicate well and enjoy helping people make smart decisions

  • Are ready to grow your skills and income in a regulated, respected field


Minimum Requirements:

  • Must reside in Colorado

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

  • Must pass a background check (no felonies)

  • Willing to obtain a life & health license (full support provided)


This is a remote partnership-based role.
If you're ready to start a career rooted in purpose, flexibility, and financial growth—we’re ready to support your next move.

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