
This full-time entry-level role for Financial Customer Associates focuses on supporting clients with their 401k accounts and financial decisions from a remote location within the Omaha or Lincoln, Nebraska area. Key responsibilities include answering inquiries about account balances and withdrawals, providing educational resources, and troubleshooting basic technical issues while maintaining professional communication. The position is appealing due to its comprehensive 14-week training cohort that builds industry expertise without requiring a finance background, alongside opportunities for career coaching and well-being support. The role offers a collaborative culture that celebrates achievements and provides flexibility for overtime during peak periods, allowing associates to make a tangible difference in customers' financial lives while working from home.










