Financial Education & Planning Associate

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

Job summary

Legacy Wealth Financial is seeking ambitious, people-oriented individuals for their 2026 training cohort in the United States. This role focuses on consulting and educating families about retirement, college funding, and wealth protection while offering a flexible schedule.

No prior finance experience is required, as the company provides comprehensive training, mentorship, and support to help you succeed. Ideal candidates should possess strong communication skills and a commitment to ethical standards.

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

• Conduct financial discovery sessions with individuals and business owners.
• Build customized roadmaps using wealth accumulation and insurance solutions.
• Attend structured training sessions to master financial concepts.

Skills

Communication

Growth Mindset

Ethical Standards

Job description

Legacy Wealth Financial is seeking ambitious, people-oriented individuals for their 2026 training cohort in the United States. This role focuses on consulting and educating families about retirement, college funding, and wealth protection while offering a flexible schedule.

No prior finance experience is required, as the company provides comprehensive training, mentorship, and support to help you succeed. Ideal candidates should possess strong communication skills and a commitment to ethical standards.