Entrepreneurial Financial Services Associate | Remote | U.S. & Canada
Build Skills. Serve People. Develop Your Own Business.
High-Ground Financial is expanding and looking for ambitious professionals interested in financial education, entrepreneurship, leadership, and helping individuals and families make better-informed financial decisions.
This opportunity is designed for people who want more than simply completing tasks for an employer.
We are looking for individuals who want to develop valuable professional skills, pursue appropriate financial services licensing, build relationships, serve clients, and potentially grow into leadership and business-building roles.
Previous financial experience is not required.
Coachability, consistency, professionalism, and willingness to learn matter considerably more.
What You'll Develop
Our training environment is designed to help new professionals build competency from the ground up.
Development areas include:
- Financial literacy and financial services fundamentals
- Understanding client needs and financial priorities
- Client communication
- Relationship-based sales
- Professional presentations
- Prospecting and networking
- Follow-up and client relationship management
- Licensing preparation
- Business development
- Leadership and mentorship
- Team building and professional growth
New team members are not expected to know everything on day one.
You'll receive mentorship, structured training, and opportunities to observe and participate in real-world field training as you develop.
Your Role
Responsibilities may evolve as you complete training and obtain any required licenses.
They may include:
- Completing required professional and licensing education
- Participating in weekly training and development
- Building relationships with prospective clients
- Conducting outreach and professional networking
- Learning how to identify client financial priorities
- Supporting educational financial conversations
- Following up with clients and prospective clients
- Maintaining professional communication and records
- Developing your personal client base
- Participating in leadership and team-development opportunities
Regulated activities may only be performed by individuals holding the appropriate licenses for their jurisdiction.
Who Does Well Here?
We're looking for people who demonstrate:
- Initiative
- Coachability
- Integrity
- Professional communication
- Consistency
- Curiosity
- Personal accountability
- An entrepreneurial mindset
- A willingness to become licensed where required
- A genuine desire to improve personally and professionally
Strong candidates may come from backgrounds such as:
- Business
- Finance
- Marketing
- Sales
- Customer service
- Military service
- Athletics
- Real estate
- Recruiting
- Hospitality
- Healthcare
- Entrepreneurship
We're also open to college students and recent graduates who demonstrate maturity, initiative, and a willingness to learn.
Compensation Structure
This is a performance-based opportunity and not a salaried position.
Compensation may include commissions associated with properly licensed financial services activity.
Income is not guaranteed. Results vary considerably based on individual effort, activity, licensing, skill development, client acquisition, and performance.
For entrepreneurial candidates, the model provides an opportunity to develop a business in which increased skill, responsibility, and production can create increased opportunity.
Licensing & Eligibility
Financial services are regulated differently depending on jurisdiction.
Candidates must obtain and maintain any licenses required for the activities they perform.
For U.S. applicants, licensing requirements may vary by state.
For Canadian applicants, licensing, onboarding, product availability, and eligibility may vary by province and applicable regulatory requirements.
Candidates who are not currently licensed may be able to begin professional training while working toward the appropriate licensing requirements.
Our Mission
High-Ground Financial believes most people don't need another financial product.
They need a better strategy.
We are building an organization focused on financial education, client service, professional development, and creating future leaders who can eventually help develop others.
Our long-term mission is to help thousands of families improve their financial confidence while creating meaningful professional opportunities for the people who help us accomplish it.
If you want to learn, grow, work with people, and build something you can take ownership of, this may be worth exploring.
High-Ground Financial LLC is an equal opportunity organization. Participation is subject to applicable licensing, background, eligibility, regulatory, and jurisdictional requirements.