EntryLevel Financial Education Consultant Remote

Traction Forge Financial; Centennial (CO); Remote; USD 40,000 - 60,000; Full time

Job summary

Traction Forge Financial, based in Centennial, Colorado, is seeking an entry-level financial professional. This position requires no prior experience, offering an in-depth training program to help you assist clients in achieving their financial goals. Candidates must be at least 18 years old, legally authorized to work in the U.S., and willing to complete licensing requirements. A flexible schedule is available to accommodate those seeking full-time or part-time opportunities.

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 regarding their financial goals and dreams.
• Create a financial game plan to help achieve short-term and long-term goals.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

Here at Traction Forge Financial, 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.

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