Associate PT
Secured Futures
Dallas, TX0–20 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 20 years
- Must know
- Budgeting
- Nice to have
- Customer service
- Work
- Remote
- Pay
- Not stated by the employer.
- Skill demand
- Customer service13%Budgeting1%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 7, 2026 · still open
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About the Role
- Part-time leadership role.
- 100% remote.
- Focus on addressing financial illiteracy.
- Commitment to excellence.
- Training provided in-house.
Key Responsibilities
- Serve as a key contact and liaison for clients to ensure their total satisfaction.
- Interact with clients and associates on an ongoing basis, providing support in a timely, professional, and courteous manner.
- Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning.
- Help clients and business owners progress financially.
- Work with clients to develop customized financial plans that fit their unique needs and goals.
- Help clients understand their financial situation and provide expert advice on how to improve it.
- Guide and support clients from budgeting and debt reduction to investing and retirement planning.
- Think creatively and work collaboratively with a team.
Requirements & Tech Stack
- Strong work ethic
- Integrity
- Perseverance
- Desire to grow
- Entrepreneurial spirit
- Must pass a background check
- 18 Years or older
- U.S. citizen
Qualifications
- Preferred Backgrounds:
- Customer service, leadership, coaching, or management
- Education, military, or service-oriented experience
- Strong communication and people skills
- Desire to help individuals and families improve their financial futures
- No prior financial work experience is required.
- Financial skills/knowledge not required.
- Training/Coaching included.
- Personally customized scheduling.