Financial Literacy Associate

Job Summary:

We are expanding and looking for motivated, people-focused individuals who are interested in building a career in financial services while helping individuals and families better understand their financial options.

This opportunity is best suited for someone who is professional, coachable, self-motivated, and comfortable working with people. Prior financial services experience is not required. Training, mentorship, and guidance through the licensing process are provided.

As a Financial Literacy Associate, you will learn how to educate clients on foundational financial concepts and help them better understand areas such as retirement planning, college and future planning, debt management, long-term financial preparedness, protection strategies, and life insurance solutions.

This is a flexible, 1099 independent contractor opportunity. Many individuals begin part-time while completing training and licensing, then choose whether to remain part-time or grow into a larger client-facing or leadership role over time.

Responsibilities:

• Learn foundational financial concepts, products, and client education strategies

• Participate in training, mentorship, and professional development

• Meet with individuals and families to better understand their financial goals and current situation

• Educate clients on available financial strategies and solutions

• Assist clients through the planning and implementation process

• Build and maintain professional client relationships through communication and follow-up

• Manage appointments, follow-ups, and daily activity with a high level of organization

• Maintain professionalism, integrity, and confidentiality when working with clients

Qualifications:

• Strong communication and interpersonal skills

• Customer-service mindset

• Professional and positive attitude

• Coachable and willing to learn

• Self-motivated with a strong work ethic

• Comfortable speaking with individuals and families about financial goals

• Ability to manage your own schedule and follow through on commitments

• Background in customer service, sales, education, coaching, hospitality, real estate, banking, retail, restaurant, leadership, or similar fields is helpful but not required

What We Offer:

• Structured training and mentorship

• Ongoing coaching and professional development

• Flexible scheduling

• Remote work options

• Supportive team environment

• Opportunity for advancement and leadership development

• Ability to begin part-time

• Opportunity to grow into a full-time career path

• Performance-based earning potential with no predetermined income cap

Additional Information:

This is a 1099 independent contractor, commission-based opportunity and does not include an hourly wage or salary.

Compensation, licensing expectations, training, and the overall business model will be reviewed clearly during the interview process so candidates can determine whether the opportunity is a good fit.