Entry-Level Financial Planner: Learn, Grow, Lead

Traction Forge Financial; United States; Hybrid; USD 30,000 - 50,000; Part time

Job summary

Legacy Wealth Financial (powered by GFI) is seeking ambitious, people-oriented individuals for their 2026 training cohort. This role offers opportunities to educate families on financial topics while undergoing structured training in a high-demand industry. Flexibility is key, allowing you to design a schedule that fits your life.

Applicants must be a minimum of 18 years old and will receive guidance to complete state licensing requirements. Ideal candidates possess a growth mindset and strong communication skills.

Qualifications

• Must be able to pass a standard soft background check.
• Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
• Ability to complete state licensing requirements within 14 days.

Responsibilities

• Learn to conduct financial discovery sessions with individuals and business owners.
• Build customized roadmaps using wealth accumulation and insurance solutions.
• Attend structured training sessions to master financial concepts.

Skills

Communication

Service-first attitude

Growth mindset

Job description

Legacy Wealth Financial (powered by GFI) is seeking ambitious, people-oriented individuals for their 2026 training cohort. This role offers opportunities to educate families on financial topics while undergoing structured training in a high-demand industry. Flexibility is key, allowing you to design a schedule that fits your life.

Applicants must be a minimum of 18 years old and will receive guidance to complete state licensing requirements. Ideal candidates possess a growth mindset and strong communication skills.