Associate (Part-Time, Remote)

Secured-Futures; Dallas (TX); Remote; USD 28,000 - 41,000; Part time

Job summary

Secured-Futures is seeking a part-time Associate for remote work, focusing on financial education and client guidance. This role offers flexibility and growth through in-house training and mentorship.

You will educate clients on budgeting, debt reduction, investments, retirement planning, savings, and estate planning, and tailor financial plans to their goals with remote meetings and ongoing support. No prior financial experience required.

Qualifications

• Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
• Strong communication and people skills, with the ability to listen, build rapport, and explain information clearly.
• Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
• Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.

Responsibilities

• Serve as a primary point of contact for clients, building trust-based relationships and ensuring their questions and needs are addressed promptly and professionally.
• Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
• Work with clients to develop customized financial plans tailored to their goals, priorities, and current financial situations.
• Leverage provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
• Collaborate with a team of like-minded associates and mentors, sharing insights and strategies to improve client outcomes and grow your own practice.

Job description

Associate (Part-Time, Remote)

Company Overview

We are a mission-driven financial education and services organization focused on solving one of the world's most pressing issues: financial illiteracy. Our team helps individuals, families, and business owners gain the knowledge and tools they need to build financial security and long-term independence.

We pride ourselves on a culture of excellence, integrity, and service. Our platform combines in-depth training, mentorship from experienced professionals, and modern online tools to help motivated people grow a meaningful career in financial education and guidance.

The Opportunity

This part-time Associate role is ideal for ambitious, service-oriented professionals who want flexible, remote work while developing leadership skills and financial expertise. You will step into a client-facing role where you can make a direct, positive impact on people’s financial futuresno prior financial experience required.

You will receive in-house training, coaching, and ongoing support as you learn how to educate clients, develop customized financial strategies, and build a book of satisfied clients and associates. Advancement and compensation are scalable based on your individual goals, giving you the ability to grow from part-time income into a fuller career path if you choose.

What You’ll Do

• Serve as a primary point of contact for clients, building trust-based relationships and ensuring their questions and needs are addressed promptly and professionally.
• Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
• Work with clients to develop customized financial plans tailored to their unique goals, priorities, and current financial situations.
• Leverage provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
• Collaborate with a team of like-minded associates and mentors, sharing insights and strategies to improve client outcomes and grow your own practice.

What Success Looks Like

• Within the first 36 months, confidently conduct client conversations that clearly explain financial concepts in simple, relatable terms.
• Develop and maintain a growing base of clients who regularly seek your guidance and refer others based on the quality of your service.
• Consistently follow through on client action plans, ensuring timely check-ins, plan reviews, and adjustments as their needs evolve.
• Demonstrate steady personal growth by actively participating in training, applying feedback from mentors, and taking on increasing responsibility in client education and leadership activities.

What We’re Looking For

• Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
• Strong communication and people skills, with the ability to listen, build rapport, and explain information clearly.
• Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
• Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.

Compensation and Benefits

• Advancement and compensation are scalable based on personalized individual career goals.
• Training and coaching provided in-house, including access to experienced brokers and business mentors.
• Part-time opportunity with flexibility to expand toward full-time career or maintain as additional income.
• Personally customized scheduling with the ability to work 100% remotely.