Entry-Level Financial Planner Trainee - Flexible Schedule

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

Job summary

Traction Forge Financial is looking for hard-working individuals to join as entry-level financial professionals. You will have the opportunity to learn through an in-depth training program and assist clients in achieving their financial goals.

This role requires no prior experience but does require a willingness to complete licensing within 14 days. The position offers a flexible schedule, making it suitable for various career transitions.

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

• Engage with clients about their financial goals.
• Help create financial plans for individuals and families.
• Provide assistance through training in financial solutions and products.

Skills

Communication skills

Customer service skills

Hard-working

Job description

Traction Forge Financial is looking for hard-working individuals to join as entry-level financial professionals. You will have the opportunity to learn through an in-depth training program and assist clients in achieving their financial goals.

This role requires no prior experience but does require a willingness to complete licensing within 14 days. The position offers a flexible schedule, making it suitable for various career transitions.