Benefits:

Bonus based on performance

Employee discounts

Flexible schedule

Training & development

Client Solutions Associate (Entry-Level, Remote)

Remote | Full-time or Part-time | No experience needed

What this role is about

We’re looking for people who enjoy working with others and want to grow. As a Client Solutions

Associate, you’ll help families get more organized with their finances, build better habits, and move

toward a more secure future. You don’t need experience — we’ll train you.

What you’ll be doing

• Talk with clients and get to know their goals

• Help them understand simple ways to improve their situation

• Follow up and make sure they feel supported

• Work with a team that’s focused on growth and helping people

• Join trainings to keep learning and improving

What we’re looking for

• Good with people and communication

• Positive attitude

• Willing to learn (we’ll teach you everything)

• Self-motivated and reliable

• Customer service or people experience is a plus, but not required

What you get

• Work from home

• Flexible schedule

• Training and support from day one

• Help getting licensed (life, investments, mortgage)

• Opportunity to grow into leadership if you want it

Licensing (we help you)

No license needed to start. We guide you through getting:

• Life License

• Securities Licenses (6, 63, 26, 65)

• Mortgage License

Hiring process

• Quick Zoom overview

• Short one-on-one conversation

• If it’s a good fit, we get you started

Why people like it here

We’re all about helping families get on track financially while also helping our team grow personally and

professionally.

This is a remote position.