Client Services & Financial Support Associate

Client Services & Financial Support Associate Are you passionate about helping people and making a real difference in their lives? We’re looking for motivated, caring individuals to join our team and help families build stronger financial futures. No experience? No problem — we provide paid training and mentorship every step of the way! In this role, you’ll: • Work with families to help them become properly protected, debt free, and financially free. • Support clients by answering questions and guiding them toward solutions that fit their goals. • Learn how to prepare simple, personalized financial plans with the support of senior team members. • Use easy-to-learn tools and software to stay organized and track progress. • Grow your knowledge of financial services while focusing on customer care. What we’re looking for: • Strong communication and people skills. • Organized and detail-oriented. • Comfortable learning basic financial concepts (we’ll teach you the rest!). • A genuine desire to help families reduce stress and find peace of mind. • Must be 18+ and able to pass a background check. Why you’ll love working with us: • Paid training and one-on-one mentorship. • A supportive, team-oriented culture. • Real growth opportunities — move into advanced roles in financial planning and strategy. • Remote work with a flexible schedule that fits your life. Job Types: Full-time, Part-time Benefits: • 401(k) • Flexible schedule • Life insurance • Paid training • Parental leave • Professional development assistance • Referral program • Retirement plan Work Location: Remote Job Types: Full-time, Part-time Pay: $1,500.00 - $3,500.00 per month Expected hours: No less than 15 per week Benefits: • 401(k) • Flexible schedule • Life insurance • Paid training • Parental leave • Professional development assistance • Referral program • Retirement plan Work Location: Remote Apply tot his job