Evergreen Finance Trainee - Remote

Overview

As an Evergreen Finance Trainee, you’ll be trained to guide clients through simple, effective financial strategies like income protection and planning. This is a remote-first, entry-level opportunity designed for Washington residents ready to grow with mentorship, structure, and long-term potential.

In Short

• Conduct virtual client consultations via Zoom or phone
• Present financial solutions using digital scripts and software
• Attend weekly team mentorship and training sessions
• Choose full- or part-time hours that fit your lifestyle
• Full onboarding and licensing assistance provided
• Access to CRM, training resources, and presentation tools
• Mentorship and weekly coaching from experienced professionals
• Remote-first flexibility and a clear path to grow
• Must be a U.S. resident based in Washington
• Must pass a background check (no felonies)

Requirements

• Live in Washington State and want a remote opportunity
• Are professional, coachable, and eager to learn
• Enjoy helping others and working within a system
• Willing to complete licensing (support provided)

Benefits

• Full onboarding and licensing assistance
• Access to CRM, training resources, and presentation tools
• Mentorship and weekly coaching from experienced professionals
• Remote-first flexibility and a clear path to grow