Entry-Level Financial Planner Trainee

Traction Forge Financial; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Traction Forge Financial is offering an entry-level financial professional training program that prepares participants to meet clients and discuss financial goals. You will learn to devise personalized plans using solutions like retirement planning and investments.

Ideal candidates should be at least 18 years old, a legal U.S. resident or citizen, and able to complete licensing within 14 days. This role provides a supportive environment to develop essential advising skills.

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.

Responsibilities

• Meet with clients to discuss financial goals.
• Devise personalized financial plans.
• Advise clients on various financial solutions.

Job description

Traction Forge Financial is offering an entry-level financial professional training program that prepares participants to meet clients and discuss financial goals. You will learn to devise personalized plans using solutions like retirement planning and investments.

Ideal candidates should be at least 18 years old, a legal U.S. resident or citizen, and able to complete licensing within 14 days. This role provides a supportive environment to develop essential advising skills.