EntryLevel Financial Planning Advisor Remote Aberdeen MD

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

Job summary

Traction Forge Financial is seeking ambitious individuals to join their 2026 training cohort. No prior finance experience is needed as training and mentorship will be provided.

Focus on educating families about financial clarity, retirement planning, and wealth protection. The role offers flexibility, allowing you to design a schedule that fits your life while progressing toward agency leadership.

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

• Consult & Educate families on retirement and college funding.
• Build customized financial roadmaps using wealth solutions.
• Attend structured training sessions for professional development.

Skills

Communication

Ethical Standards

Growth Mindset

Job description

At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic.

Why Choose This Path?

• Earn While You Learn: Transition into a high-demand industry with a structured training program.
• Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream.
• Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
• Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.

What You'll Do

• Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
• Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
• Professional Development: Attend structured training sessions to master financial concepts and client relationship management.

Qualifications

• Ethical Standards: Must be able to pass a standard soft background check.
• Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
• Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
• Communication: You should enjoy talking to people and have a "service-first" attitude.