
This full-time entry-level role, titled Financial Customer Associate, supports clients in the Greater Omaha and Lincoln, Nebraska area from a remote home setting. The position focuses on assisting individuals with 401k account inquiries, withdrawals, and financial education to help them achieve their financial goals. Key responsibilities include managing inbound calls, troubleshooting basic technical issues, and providing empathetic support to a diverse customer base. The role is appealing due to its comprehensive 14-week training program that builds industry expertise without requiring a finance background, alongside opportunities for career coaching and team well-being activities. The position offers a collaborative culture with flexible scheduling options and the potential for overtime during peak periods.



















