Benefits:

Competitive salary

Employee discounts

Flexible schedule

Opportunity for advancement

Training & development

Tuition assistance

Entry Level Planning Associate (Remote) Location: Remote

Schedule: Flexible | Full-Time or Part-Time

About Our Team We are a dynamic and expanding organization committed to helping families and

professionals build strong foundations for their future. Our mission is to educate, organize, and

empower individuals to make informed decisions about their long-term goals while developing future

leaders within our company.

Role Summary As an Entry Level Planning Associate, you’ll receive hands-on training and mentorship

to guide clients through essential planning steps — from identifying goals to building actionable

strategies. This is an excellent opportunity for someone eager to learn, grow, and make a meaningful

impact in the financial planning and consulting field.

Key Responsibilities

Obtain proper licenses in a timely manner

Follow the 30 day training process with a guide of a trainer to learn how to create a financial game plan for families

Must attend required trainings

What You Can Expect • Comprehensive education and mentorship from experienced professionals

• Full guidance toward industry licenses (Life, Investment, or Mortgage)

• Career growth opportunities into leadership and management roles

• Flexible, remote work environment

• Collaborative culture focused on growth and personal development

Ideal Candidate • Excellent communication and listening skills

• Organized, self-driven, and eager to learn

• Positive attitude with a professional and dependable work ethic

• No prior experience required — training provided

• Must be at least 18 years old and legally authorized to work in the U.S.

Perks & Opportunities • Remote flexibility

• Professional and leadership development programs

• Advancement pathways for motivated individuals

This is a remote position.