Entry-Level Financial Wellness Advisor (Remote) Job at Traction Forge Financial, Remote

bmliK2pMaUJDVE42SHdIMnRVUVErSEpyNVE9PQ==
  • Traction Forge Financial
  • Remote

Job Description

Traction Forge Financial , powered by the strength of Global Financial Impact (GFI ), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.

No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.

Responsibilities

  • Educate clients on retirement and wealth protection strategies
  • Conduct financial needs analyses
  • Develop personalized financial game plans
  • Build and maintain client relationships
  • Utilize digital platforms to support clients
  • Continue ongoing professional development

Ideal Candidates

  • Motivated and self-driven
  • Strong communicators who enjoy helping people
  • Coachable and growth-oriented
  • Entrepreneurial in mindset
  • Willing to obtain financial licensing

Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

What We Offer

  • Flexible remote schedule
  • Comprehensive training and mentorship
  • Leadership and advancement opportunities
  • A supportive team environment
  • Purpose-driven work helping families plan for the future

Qualifications

  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Willingness to obtain licensing within 14 days if not currently licensed
  • Soft background check required

Job Tags

Part time, Flexible hours

Similar Jobs

Ventmasters

Dryer Vent Technician - Seattle/Tacoma, WA Job at Ventmasters

 ...people. Our vision is to elevate the potential of every team member and become the most trusted name in dryer vent maintenance and repair. Our Values: Integrity. Attitude. Reliability. Helpfulness. Hard Work. We live them every day and we're looking for... 

SRI Telecom

OSP Construction Coordinator - Comcast Job at SRI Telecom

 ...robust project management skills and coordinate all aspects, from design to permitting to build, for OSP projects with a focus on Comcast. This position requires a high level of detail orientation, strong communication, collaboration, task-driven mindset, proficiency with... 

Teach ESL Today

Online ESL Tutor Job at Teach ESL Today

 ...are looking for passionate and outgoing English Language Teachers. You will get to discover...  ...content. All tuition is conducted online so you can tutor from your own home or a...  ...5-12 (preferred but not essential)-ESL teaching experience OR current teacher certification... 

DHL Group

Yard Driver NON DOT Job at DHL Group

 ...Loads and unloads trucks, verifying the count and condition of product. Reports overages, shortages, and damages. Performs daily yard checks. Properly secures loads, ensuring loads are within local, state and federal guidelines. Prepares and maintains accurate... 

Confidential

AP US History Teacher Wanted in Beijing Job at Confidential

AP US History Teacher Wanted in Beijing Chaoyang District, Beijing; Salary and benefits: 1. 26,000-32,000 RMB/Month before tax; 2. Paid winter holiday; Summer vacation will be paid if renewing the contract; 3. Public National Holidays; 4. Housing allowance/free...