Job Description

Live near the Jersey Shore and looking for a flexible, remote-first career with real mentorship and a long-term growth path?

We’re working with residents across the Jersey Shore to launch remote careers in financial services. As a Jersey Shore Wealth Associate , you’ll help individuals and families understand basic financial concepts like income protection and long-term planning. No financial experience is required—we’ll provide full training, digital tools, and licensing support.

What You’ll Do:

• Conduct virtual consultations via Zoom or phone

• Use templates and tools to present simple financial strategies

• Participate in weekly team training and mentorship

• Choose your hours—part-time or full-time flexibility

What We Offer:

• Full onboarding and licensing guidance

• Access to CRM, presentation materials, and scripts

• Ongoing coaching and professional development

• A remote-first structure with upward mobility

Who It’s Great For:

• Residents of the Jersey Shore or surrounding communities

• People looking for a mission-driven career from home

• Those new to finance but eager to learn and grow

• Anyone who wants a structured opportunity—not just a side hustle

Minimum Requirements:

• 18+ with valid U.S. Social Security Number

• Must reside in New Jersey

• Must pass a background check (no felonies)

• Willing to complete state licensing (we help with this)

This is a remote-first, growth-oriented opportunity for Jersey Shore residents looking to start a purpose-driven financial career with mentorship and full support.

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