Financial Services & Client Education Associate (Entry-Level)

Company Description

We are a financial services firm with over 40 years of experience providing financial education and support to individuals and families. Our team focuses on professional development, mentorship, and client education.

Position Overview

This entry-level role is designed for students or recent graduates interested in learning about financial services, client education, and professional communication. Individuals will work alongside licensed representatives while receiving structured training and mentorship.

This position does not require prior experience. Licensing may be required for advancement and is supported through training resources.

Key Responsibilities

Assist with client education initiatives

Support licensed representatives with administrative and client-facing tasks

Learn fundamentals of insurance and financial services

Participate in professional training and development sessions

Communicate professionally with clients and team members

Qualifications

Interest in financial services or business development

Strong communication and organizational skills

Professional and coachable mindset

Ability to work independently and as part of a team

Must meet background check and licensing requirements if pursuing advancement

Compensation & Schedule

Compensation: Performance-based (1099 independent contractor)

Schedule: Flexible (part-time or full-time options)

Location: Virtual/Remote with local mentorship opportunities