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Financial Representative Trainee - Remote

Hiring in US only

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Learn financial products to help clients understand their options

Learn about financial products and services through a training program to help individuals and families better understand their financial options. Meet with clients virtually or in person to build and maintain professional client relationships. Participate in ongoing training and work toward obtaining required state licenses for the position.

Why This Role?

Training provided with opportunity for advancement based on performance

Key Responsibilities

  • Learn financial products and services through company training
  • Help individuals and families understand their financial options
  • Meet with clients virtually or in person depending on availability
  • Build and maintain professional client relationships
  • Participate in ongoing training and professional development
  • Work toward obtaining required state licenses for the role

Requirements

  • Must be 18 years or older
  • Eligible to work in the United States
  • Able to pass a background check
  • Willing to complete required licensing and training
  • Good communication and people skills
  • Self-motivated, dependable, and willing to learn

Required Skills

communicationclient-managementfinancial-servicestrainingcustomer servicefinancial literacyrelationship buildingself-motivationadaptability
View Original Description from Jobg8 (United States)

Original description from Jobg8 (United States)

Los Angeles, California (United States) We are currently expanding our team and looking for motivated individuals who are interested in starting a career in the financial services industry. No previous financial services experience is required. We provide training and guidance to help the right candidates learn the business and work toward obtaining the licenses required for their role. What You'll Do: Learn about financial products and services through our training program Help individuals and families better understand their financial options Meet with clients virtually or in person, depending on availability Build and maintain professional client relationships Participate in ongoing training and professional development Work toward obtaining the appropriate state licenses required for your position What We're Looking For: 18 years or older Must be eligible to work in the United States Able to pass a background check Willing to complete required licensing and training Good communication and people skills Self-motivated, dependable, and willing to learn Bilingual English/Spanish is a plus, but not required Position Details: Entry level no experience necessary Training provided Part-time or full-time opportunities available Remote/Hybrid Flexible scheduling 1099 independent contractor opportunity Commission-based compensation Opportunity for advancement based on performance and qualifications This opportunity may be a good fit for someone looking to enter the financial services industry, develop new professional skills, or build a flexible career. Open Interviews: We are currently interviewing candidates via Zoom. Serious applicants only. Apply with your contact information and resume, if available, and we will reach out to qualified candidates with the next steps.

Job Type
full time
Location
United States · Remote
Category
Seniority
entry
PostedFreshVerified
Aug 27, 2026

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Frequently asked questions

Is Financial Representative Trainee - Remote at Ledezma Financial a remote job?
Yes, this is a regional remote role (Remote). Check the listing for location requirements.
What type of employment is Financial Representative Trainee - Remote at Ledezma Financial?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Ledezma Financial.

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