Coastal Wealth Trainee Remote, Entry-Level Financial Role

Live in Maine and ready to start a meaningful remote career with structure, mentorship, and long-term growth?

We’re building a team of Coastal Wealth Trainees—Maine-based individuals looking to begin their careers in financial services with full training, daily support, and the freedom to work remotely. You’ll help clients make confident decisions about income protection and financial planning, using proven tools and a step-by-step development path.

No experience in finance is needed—we’ll train and guide you every step of the way.

Your Role Includes:

• Connecting with clients through Zoom or phone consultations

• Walking through strategies using company-approved resources

• Learning through daily training, scripts, and mentorship

• Managing a flexible schedule—part-time or full-time

What’s Provided:

• Onboarding support and licensing guidance

• CRM system, training portal, and digital presentation tools

• Mentorship from experienced financial professionals

• A remote, team-supported environment for steady growth

Ideal Fit 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:

• Must be a U.S. resident based in Maine

• 18+ with valid Social Security Number

• Must pass a background check (no felonies)

• Willing to complete licensing process (we support it)

This is a structured, remote-first role built for Maine locals ready to grow in financial services with full support.