**Experienced Coastal Wealth Trainee – Entry-Level Financial Services Professional – Remote, Maine-Based Opportunity for Long-Term Growth and Development**

Are you a motivated and ambitious individual living in Maine, eager to embark on a meaningful remote career in financial services? Do you value flexibility, mentorship, and helping others? Look no further! We are seeking a talented and enthusiastic Coastal Wealth Trainee to join our team, where you will receive comprehensive training, daily support, and the freedom to work remotely. As a Coastal Wealth Trainee, you will play a vital role in helping clients make informed decisions about income protection and financial planning, using proven tools and a structured development path. **About Us** At [Company Name], we are dedicated to providing exceptional financial services to our clients, and we are committed to helping our team members grow and develop their careers. As a remote-first company, we understand the importance of flexibility and work-life balance, and we strive to create a supportive and inclusive environment that allows our team members to thrive. With a strong focus on mentorship, training, and development, we are confident that our Coastal Wealth Trainees will become highly skilled and confident financial professionals, ready to take on new challenges and opportunities. **Your Role as a Coastal Wealth Trainee** As a Coastal Wealth Trainee, you will be responsible for connecting with clients through Zoom or phone consultations, walking them through strategies using company-approved resources, and learning through daily training, scripts, and mentorship. You will also have the flexibility to manage your schedule, whether part-time or full-time, and will have access to a range of tools and resources to support your growth and development. **Key Responsibilities** • Connect with clients through Zoom or phone consultations to understand their financial needs and goals • Walk clients through strategies using company-approved resources, such as financial planning tools and income protection solutions • Learn through daily training, scripts, and mentorship, with a focus on developing your skills and knowledge in financial services • Manage your schedule, whether part-time or full-time, to meet the needs of your clients and the company • Collaborate with experienced financial professionals to develop your skills and knowledge and to provide exceptional client service **What We Provide** • Comprehensive onboarding support and licensing guidance to ensure you have the skills and knowledge you need to succeed • Access to a CRM system, training portal, and digital presentation tools to support your growth and development • Mentorship from experienced financial professionals who will guide and support you every step of the way • A remote, team-supported environment that allows you to work flexibly and maintain a healthy work-life balance **Ideal Fit** We are looking for motivated, reliable, and enthusiastic individuals who are eager to learn and grow in financial services. If you: • Live in Maine and want a remote-first career • Are motivated, reliable, and eager to learn • Value flexibility, mentorship, and helping others • Want a long-term, purpose-driven path—not a gig **Minimum Requirements** To be considered for this role, you must: • Be a U. S. resident based in Maine • Be 18+ years old with a valid Social Security Number • Pass a background check (no felonies) • Be willing to complete the licensing process (we support it) **Skills and Competencies** To succeed in this role, you will need: • Excellent communication and interpersonal skills • Strong problem-solving and analytical skills • Ability to work independently and as part of a team • Strong organizational and time management skills • Ability to learn quickly and adapt to new situations **Career Growth Opportunities and Learning Benefits** As a Coastal Wealth Trainee, you will have access to a range of training and development opportunities, including: • Comprehensive onboarding support and licensing guidance • Daily training and mentorship from experienced financial professionals • Access to a CRM system, training portal, and digital presentation tools • Opportunities to develop your skills and knowledge in financial services • A supportive and inclusive environment that allows you to grow and develop your career **Work Environment and Company Culture** We are a remote-first company, which means that you will have the flexibility to work from anywhere, at any time. Our team is supportive and inclusive, and we strive to create a positive and productive work environment that allows our team members to thrive. We are committed to helping our team members grow and develop their careers, and we offer a range of benefits and perks to support your success. **Compensation, Perks, and Benefits** We offer a competitive salary and benefits package, including: • A competitive salary and bonus structure • Comprehensive health and wellness benefits • Retirement savings plan • Paid time off and holidays • Opportunities for professional development and growth **Conclusion** If you are a motivated and ambitious individual living in Maine, eager to embark on a meaningful remote career in financial services, we encourage you to apply for this exciting opportunity. As a Coastal Wealth Trainee, you will receive comprehensive training, daily support, and the freedom to work remotely, with a focus on developing your skills and knowledge in financial services. We look forward to hearing from you! Apply for this job