EntryLevel Financial Wellness Advisor Remote

Traction Forge Financial; Centennial (CO); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible remote schedule

Comprehensive training and mentorship

Leadership and advancement opportunities

Supportive team environment

Purpose-driven work

Job summary

Traction Forge Financial in Centennial, Colorado is seeking motivated individuals interested in a career in financial services to help families plan for their financial futures. No prior experience is necessary, as comprehensive training and mentorship are provided.

The role includes educating clients on wealth strategies, conducting needs analyses, and developing personalized plans. Ideal candidates are self-driven, strong communicators, and willing to obtain licensing. Flexible remote work options are available.

Qualifications

• Legal U.S. Resident, Citizen, or valid Work Permit with SSN.
• Willingness to obtain a Life Insurance License within 14 days if not currently licensed.
• Soft background check required.

Responsibilities

• Educate clients on retirement and wealth protection strategies.
• Conduct financial needs analyses.
• Develop personalized financial game plans.
• Build and maintain client relationships.
• Utilize digital platforms to support clients.
• Continue ongoing professional development.

Skills

Strong communication skills

Self-driven

Customer service experience

Entrepreneurial mindset

Ability to develop client relationships

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth‑minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.

No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.

Responsibilities

• Educate clients on retirement and wealth protection strategies
• Conduct financial needs analyses
• Develop personalized financial game plans
• Build and maintain client relationships
• Utilize digital platforms to support clients
• Continue ongoing professional development

Ideal Candidates

• Motivated and self-driven
• Strong communicators who enjoy helping people
• Coachable and growth‑oriented
• Entrepreneurial in mindset
• Willing to obtain financial licensing

Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

What We Offer

• Flexible remote schedule
• Comprehensive training and mentorship
• Leadership and advancement opportunities
• A supportive team environment
• Purpose‑driven work helping families plan for the future

Qualifications

• Legal U.S. Resident, Citizen, or valid Work Permit with SSN
• Life Insurance License preferred
  • Willingness to obtain licensing within 14 days if not currently licensed
• Soft background check required