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

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  • 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

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