Entry-Level Financial Planning & Wellness Professional(Remote)
At Traction Forge Financial, leveraging the strength of GFI, we are passionate about helping individuals and families create stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to everyone, regardless of background or experience.
Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.
We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.
No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:
• Conduct financial consultations
• Identify client goals and financial needs
• Build personalized financial strategies
• Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions
• Develop leadership and relationship-building skills
Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.
If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Remote
Skills:
Academic Advice, Business Development, Business Skills, Communication Skills, Customer Support/Service, Customer Training, Finance, Financial Literacy, Financial Planning, Financial Services, Financial Strategy, Fortune 500 Customers, Futures, Insurance, Leadership, Legal, Licensing, Mentoring, Retirement Planning, Set Goals, Training Program, United States Citizen
About the Company:
Traction Forge Financial
Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.
We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.
No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:
• Conduct financial consultations
• Identify client goals and financial needs
• Build personalized financial strategies
• Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions
• Develop leadership and relationship-building skills
Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.
If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Remote
Skills:
Academic Advice, Business Development, Business Skills, Communication Skills, Customer Support/Service, Customer Training, Finance, Financial Literacy, Financial Planning, Financial Services, Financial Strategy, Fortune 500 Customers, Futures, Insurance, Leadership, Legal, Licensing, Mentoring, Retirement Planning, Set Goals, Training Program, United States Citizen
About the Company:
Traction Forge Financial