EntryLevel Financial Planner

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

Job summary

A financial services firm is seeking hard-working individuals for entry-level financial professional positions. No prior experience is required, as the company provides a comprehensive training program. The role involves assisting clients in defining their financial goals and creating personalized financial plans. Ideal candidates will have strong communication and customer service skills. Flexible schedules are available for both full-time and part-time applicants, making it a great opportunity for those looking to start a new career or supplement their income during uncertain times.

Qualifications

• Willingness to start a training program as an entry-level financial professional.
• No experience needed, but motivation and a desire to learn are essential.
• Ability to engage individuals or families in financial discussions.

Responsibilities

• Assist individuals in defining their financial goals and dreams.
• Help create a financial game plan or roadmap.
• Engage in training and mentorship programs for career development.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

Here at Morrison Family Financial (a Global Financial Impact Affiliate), we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.