Finance Associate

Are you ready for a new opportunity where you can develop new skills in a fulfilling career and business? Do you like helping people? Are you ready to make an impact?

We will train you as a financial services professional. You will also be part of a team. We are looking for talented passionate individuals across the country who enjoy helping others achieve their financial goals and dreams. The ideal candidate is self-motivated, dedicated to success and who appreciates working as a team with a full, but flexible schedule. We are based in Denver, CO. You will work 100% remotely.

You will achieve your goals by helping others achieve theirs. You will learn financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build a business, generate clients, meet with clients, and deliver fundamental financial advice. This is an opportunity to learn industry experience, experience and build a career with long term growth potential.

We work with a broad mix of financial products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management.

Financial Planning & Activities

• New client generation utilizing traditional and digital avenues
• Meet with new clients to determine goals
• Utilize financial illustration software and analyze solutions.
• Deliver a personalized financial plan
• Communicate with clients
• Develop leadership skills

Candidate characteristics

• Growth capacity
• Care about the well-being of others
• Team building
• Commitment to learning, professional and personal growth
• Strong communication skills, verbal and digital
• Coachable
• Team player
• Leadership
• Candidates with prior experience that have demonstrated success in the role: ambitious entrepreneurs, social media, Real estate agents, Coaches, athletes, mechanics, military, life insurance, business owners, recruiters, personal trainers, accounting, sales, nurses, teachers, remote work, contractors, teachers, production, return from career break, hospitality, series 65, CPA.
• Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days.
• Legally able to work in the United States, citizen, work permit with SSN
• Must pass background check and obtain required licenses and CE certificates
• This role is offered 100% remote nationwide. Hybrid optional. Actively seeking candidates in: Colorado, Wyoming, Montana, Idaho, Nevada, Texas, California, North Carolina, Texas, Tennessee, Georgia, and Arizona
• Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $102,000

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Employment Type

Full-time

• Industry Financial Services

Employment Type

Full-time

• Industry: Financial Services

Employment Type

Full-time