EntryLevel Wealth Retirement Advisor

Traction Forge Financial; St. Louis (MO); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible remote work environment

Comprehensive training and mentorship

Leadership and advancement opportunities

Job summary

Traction Forge Financial is expanding in St. Louis and seeks motivated individuals for a fulfilling career in financial services. No previous experience is necessary, as we provide comprehensive training and mentorship opportunities.

This role focuses on educating clients about financial strategies and building long-term relationships. Ideal candidates are self-driven and willing to obtain required licensing. Enjoy a supportive team culture and flexible work environment while making a meaningful impact in the community.

Qualifications

• Must be at least 18 years of age.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Educate clients on retirement, wealth protection, and financial strategies.
• Conduct financial needs analyses.
• Help develop personalized financial game plans.
• Build long-term relationships with clients and families.
• Utilize virtual and digital platforms to support client needs.

Skills

Strong communication skills

Motivated and self-driven

Coachable and team-oriented

Education

Legal U.S. Resident, Citizen, or Work Permit with SSN

Life Insurance License preferred

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI) , is expanding throughout Missouri and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping individuals and families create stronger financial futures.

This opportunity is ideal for individuals looking for professional growth, flexible income potential, and the ability to make a meaningful impact within their local communities.

No prior financial services experience is required. We provide training, mentorship, and support throughout the licensing process.

Responsibilities

• Educate clients on retirement, wealth protection, and financial strategies
• Conduct financial needs analyses
• Help develop personalized financial game plans
• Build long‑term relationships with clients and families
• Utilize virtual and digital platforms to support client needs
• Participate in ongoing training and professional development

Ideal Candidates

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

Backgrounds in hospitality, customer service, leadership, sales, business, or finance are helpful, but not required.

What We Offer

• Flexible remote work environment
• Comprehensive training and mentorship
• Leadership and advancement opportunities
• Supportive team culture
• Opportunity to build a long‑term professional career while serving families across Missouri

Qualifications

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

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