Financial Planning Associate (Training Provided)

Build a Career Helping People Make Informed Financial Decisions

If you're looking for an opportunity to build a professional career while making a positive impact in people's lives, we'd love to learn more about you.

Future First Financial is an independent financial planning practice that believes people make better financial decisions when they fully understand their options. We work with individuals and families to provide education, guidance, and long-term financial strategies focused on retirement planning, wealth accumulation, college funding, and family protection.

Whether you're considering a career change or looking for a flexible professional opportunity, we provide the training, mentorship, and professional licensing guidance and support to help you develop the knowledge and confidence needed to succeed. You'll work alongside experienced mentors who are committed to helping you develop professionally while building the confidence to serve clients with integrity.

What You'll Do

• Meet virtually with individuals and families to better understand their financial goals.

• Learn how to educate clients on financial concepts and planning strategies.

• Develop trusted, long-term client relationships.

• Participate in ongoing training, mentorship, and professional development.

• Develop communication, leadership, and business-building skills.

Who We're Looking For

This opportunity may be a great fit if you:

• Enjoy working with people.

• Are coachable and eager to learn.

• Communicate well and build relationships naturally.

• Can work independently while managing your schedule responsibly.

• Are interested in long-term personal and professional growth.

Experience in education, healthcare, customer service, sales, management, recruiting, coaching, hospitality, banking, or other people-focused professions is welcomed but not required.

What We Provide

• Comprehensive training and mentorship

• Professional licensing support

• Flexible part-time and full-time opportunities

• Fully remote work environment

• Ongoing education and professional development

• Opportunities for leadership and career growth

Application Questions

• Are you authorized to work in the United States?

• Are you willing to obtain any required professional licenses?

• Are you interested in part-time, full-time, or either?

A career in financial services isn't just about numbers. It's about helping people make informed decisions during some of the most important moments in their lives. If that kind of work is meaningful to you, we'd welcome the opportunity to start a conversation.