Entry-Level Financial Planner — Training & Impactful Guidance

Traction Forge Financial; United States; Hybrid; USD 35,000 - 50,000; Full time

Job summary

Traction Forge Financial is seeking an entry-level financial professional in the United States. No prior experience is required, but candidates should possess strong communication and customer service skills. The position offers a flexible schedule and the potential for growth into management and leadership roles.

Candidates will undergo an in-depth training program, assisting clients with their financial goals through comprehensive financial solutions.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.

Responsibilities

• Assist individuals and families in discussing their financial goals.
• Help create financial plans to meet short-term and long-term goals.
• Participate in a training program for entry-level financial professionals.

Skills

Good communication skills

Customer service skills

Willingness to learn

Job description

Traction Forge Financial is seeking an entry-level financial professional in the United States. No prior experience is required, but candidates should possess strong communication and customer service skills. The position offers a flexible schedule and the potential for growth into management and leadership roles.

Candidates will undergo an in-depth training program, assisting clients with their financial goals through comprehensive financial solutions.