Financial Services Associate
Remote, Hybrid, or In-Office Opportunities
Part-Time | Full-Time
We are growing our financial services team and are looking for motivated individuals who are interested in building a long-term career in the financial industry.
Whether you're new to the industry or already licensed, we provide comprehensive training, mentorship, and ongoing support to help you develop professionally.
What You'll Do
As a Financial Services Associate, you'll work with individuals and families to help them better understand financial protection, retirement planning, and wealth-building strategies.
Your responsibilities may include:
- Meeting with clients virtually or in person
- Educating clients on financial planning and protection concepts
- Helping clients identify solutions that align with their financial goals after completing training and licensing
- Building and maintaining strong client relationships
- Participating in ongoing training, mentorship, and professional development
Qualifications
- Interest in pursuing a career in financial services
- Willingness to obtain any required state licenses
- Strong communication and interpersonal skills
- Self-motivated, coachable, and professional
- At least 18 years of age
- Authorized to work in the United States
- Able to complete any required background checks and licensing requirements
What We Offer
- Flexible part-time and full-time opportunities
- Remote, hybrid, and in-office work options
- Comprehensive training and mentorship
- Ongoing professional development
- Support throughout the licensing process
- Growth opportunities within the financial services industry
How to Apply
Qualified applicants will be contacted for a brief introductory conversation to learn more about the position, training process, and available opportunities.
No prior financial services experience is required. Training and support are provided for qualified candidates.
Pay: $50,000.00 - $120,000.00 per year
Work Location: Hybrid remote in The Woodlands, TX 77380
