Benefits:
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Tuition assistance
About Us We are a rapidly expanding consulting and planning organization focused on helping
individuals and families build strong, secure futures. Our mission is to simplify the planning process
through education, organization, and personalized service. We are looking for motivated,
people-focused individuals to join our growing support team.
Position Overview As a Client Services Associate, you’ll help clients create clear and actionable
financial game plans that align with their personal goals. You’ll be trained to educate clients on
essential financial concepts — from budgeting and protection to saving and long-term planning. This is
a great entry-level opportunity for someone who enjoys helping others and wants to grow in a
leadership or advisory path.
Responsibilities • Educate clients on foundational financial concepts such as budgeting, saving, and
debt management
• Assist clients in building personalized financial game plans tailored to their needs
• Guide families and individuals in setting short- and long-term goals
• Conduct virtual sessions and follow up with clients to ensure understanding and progress
• Support senior associates with client strategy meetings and record updates
• Participate in ongoing professional and leadership development training
What We Provide • Full training and mentorship — no experience required
• Guidance toward obtaining professional licenses (optional career path)
• Opportunities for leadership and long-term advancement
• Flexible remote work environment with a supportive team
• Professional growth and continuous education programs
Qualifications • Excellent communication and people skills
• Organized, coachable, and dependable
• Passionate about helping others improve their financial awareness
• Reliable internet connection and ability to work independently
• Must be 18+ and legally authorized to work in the U.S.
Benefits • Flexible remote schedule
• Mentorship and leadership training
• Career advancement opportunities
This is a remote position.