Great Northern Financial · 1 week ago
Financial Literacy Coach
United States
Full-time
Remote
New Grad, Entry Level
$30K/yr - $100K/yrGreat Northern Financial is seeking a Financial Literacy Coach who is eager to learn and help others in the financial sector. The role involves studying for industry exams, understanding client needs, and eventually operating independently to build a client portfolio.
Financial Services
Responsibilities
Study for and pass the transferrable required industry exam with full support
Get to know clients: their goals, fears, and what matters most to them
Work independently alongside your mentor on planning and client conversations
Begin operating independently once you’re licensed and ready to do so—all while growing your book of business
Qualification
Required
Curiosity and coachability
Willingness to learn and help others
Ability to work independently alongside a mentor
Desire to build something meaningful
Commitment to study for and pass the required industry exam
Company
Great Northern Financial
Specializing in tax-free retirement planning, guided retirement solutions, and personal pension plans.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase