Financial Services Associate | Remote | Training & Leadership Development

About the Opportunity

High-Ground Financial is looking for motivated, coachable professionals who want to develop real-world skills in financial services, client communication, sales, leadership, and business development.

No previous financial services experience is required.

We are especially interested in people who are ambitious, willing to learn, and interested in building something beyond a traditional clock-in, clock-out career.

This is a remote, performance-based opportunity with professional training, mentorship, and a pathway toward obtaining the appropriate financial services licenses.

Our philosophy is simple: education first, strategy always.

Rather than teaching people to push products, we train our team to understand a client's situation, ask better questions, educate families on their options, and help them make informed financial decisions.

What You'll Learn

Team members receive training and mentorship in areas including:

• Financial fundamentals and protection strategies
• Client discovery and needs analysis
• Professional communication and relationship building
• Sales and presentation skills
• Prospecting and business development
• Follow-up systems and client service
• Financial services licensing
• Leadership and team development
• Building and managing a professional book of business

As you develop, you'll have opportunities to participate in real-world field training alongside experienced professionals before being expected to operate independently.

What You'll Do

Depending on your licensing and stage of development, responsibilities may include:

• Participating in professional training and licensing education
• Learning how to conduct financial needs assessments
• Supporting client education and financial strategy conversations
• Building professional relationships through networking and outreach
• Following up with prospective and existing clients
• Maintaining organized client and prospect records
• Participating in team training, coaching, and development
• Developing the skills necessary to eventually lead client appointments independently

All financial recommendations and regulated activities must be conducted by individuals holding the appropriate licenses.

Who We're Looking For

You may be a strong fit if you are:

• Coachable and willing to learn
• Self-motivated and comfortable working remotely
• Professional and dependable
• Comfortable communicating with new people
• Interested in financial education, sales, entrepreneurship, or leadership
• Able to take initiative without needing constant supervision
• Interested in building skills that grow with your career
• Willing to complete required licensing and training

We welcome applicants from a variety of backgrounds, including:

• College students and recent graduates
• Veterans and military-affiliated professionals
• Sales and customer service professionals
• Business and finance students
• Athletes and former athletes
• Recruiters
• Real estate and mortgage professionals
• Entrepreneurs and aspiring business owners
• Career changers

Compensation

This is not a salaried position.

Compensation is performance-based and may include commissions and other compensation associated with properly licensed financial services activity.

There are no guaranteed earnings or guaranteed production results. Individual results depend on licensing, activity, performance, skill development, and other factors.

This structure may be particularly attractive to people who prefer compensation tied directly to their production rather than a fixed hourly wage or salary.

Licensing

Certain financial services activities require state licensing.

Candidates who are not currently licensed may be eligible to begin the licensing process while participating in training and professional development.

Specific licensing requirements depend on the activities performed and the state in which business is conducted.

Why High-Ground Financial?

We're building a team around a larger mission:

Help more families develop financial confidence while developing capable professionals and future leaders.

We believe strong organizations are built by developing people, not simply filling positions.

If you're looking for a traditional job where you're given a checklist and told exactly what to do every day, this may not be the right opportunity.

If you want mentorship, professional development, increasing responsibility, and the opportunity to build something based on your own effort, we'd like to meet you.

High-Ground Financial LLC is an equal opportunity organization. Applicants must meet applicable eligibility, licensing, background, and regulatory requirements.