Live in the Northern U.S. and ready to start a flexible, fully remote career with a clear path for growth?

We’re expanding across northern states and partnering with individuals who want to launch careers in financial services. As a Northern Region Financial Associate, you’ll guide clients through income protection, planning, and financial literacy conversations using our proven tools and mentorship.

No financial experience is necessary—we provide onboarding, licensing support, and training every step of the way.

Key Responsibilities:

• Conduct virtual client meetings via Zoom or phone

• Use training materials to guide financial strategy discussions

• Join weekly mentorship and team development sessions

• Set your own flexible schedule (part-time or full-time)

We Provide:

• Full onboarding and licensing support

• CRM access, training tools, and presentation resources

• Mentorship from experienced financial professionals

• A structured remote-first work environment

Ideal Candidate:

• Resides in Northern states like ND, SD, MN, WI, MI, NY, VT, NH, ME, or MT

• Organized, people-focused, and ready to learn

• Values mentorship and purpose-driven work

• Seeking long-term growth—not just a gig

Requirements:

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

• Must pass a background check (no felonies)

• Willing to complete state licensing (support provided)

• Must reside in a Northern U.S. state

This is a structured, remote-first role for Northern residents ready to build a meaningful career with support and flexibility.