Benefits:

Employee discounts

Flexible schedule

Opportunity for advancement

Stock options plan

Training & development

Tuition assistance

Remote | Entry Level | Full-Time or Part-Time

About the Role

We’re looking for motivated people who enjoy working with others and want to grow in a career helping

families plan for their future. As a Client Planning Associate, you’ll meet with clients virtually, learn

about their goals, and help guide them through a simple planning process. You’ll work alongside

experienced team members who will train and support you as you build your skills. No prior licenses

are required to start. Our company offers a training and sponsorship program to help you obtain

industry licenses.

What You'll Do

• Meet with clients over Zoom to learn about their goals

• Help families review where they are and where they want to go

• Walk clients through simple planning options and next steps

• Keep notes and stay organized with client follow-ups

• Work with your team to support clients and answer questions

• Continue learning through team training and mentorship

What We're Looking For

• Friendly and good with people

• Strong communication skills

• Customer service or people-facing experience is helpful but not required

• Organized and responsible

• Comfortable using Zoom and basic computer tools

• Open to learning and growing

Licensing & Training

Our company helps team members obtain industry licenses including:

• Life Insurance License

• Series 6

• Series 63

• Series 26

• Series 65 • Mortgage License

What We Offer

• Fully remote opportunity

• Flexible schedule options

• Training and mentorship provided

• Licensing support program

• Supportive team environment

• Opportunity for long-term career growth

This is a remote position.