Financial Independence Coach

Traction Forge Financial; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive training

Career development opportunities

Job summary

Traction Forge Financial is looking for an Entry-Level Financial Services Professional to help families with their financial planning from a remote location. You will educate clients on financial strategies, conduct analyses, and foster long-term relationships while receiving comprehensive training and mentorship.

We offer a flexible schedule and a structured pathway for career advancement. Ideal candidates are motivated individuals willing to learn and grow in the financial services industry.

Qualifications

• Must be a legal U.S. resident, citizen, or work permit holder with SSN.
• Willingness to obtain a Life Insurance license within 14 days.
• Background check required.

Responsibilities

• Educate clients on retirement planning and wealth protection.
• Conduct financial needs analyses.
• Build long-term client relationships.

Skills

Motivated and self-driven

Strong communication skills

Entrepreneurial mindset

Job description

We at Traction Forge Financial ( a GFI Affiliate ) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future.

This is an opportunity to learn the industry, develop professional skills, and build your own client base within a supportive team environment.

No prior financial services experience is required — we provide training, mentorship, and licensing support.

What You’ll Do:

As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.

Responsibilities include:

• Educating clients on retirement planning and wealth protection strategies
• Conducting financial needs analyses
• Recommending appropriate financial solutions based on client goals
• Building long-term relationships with clients
• Creating personalized financial strategies
• Utilizing digital platforms to support the client experience
• Continuing professional development and industry education

We are looking for individuals who are:

• Motivated and self-driven
• Entrepreneurial in mindset
• Strong communicators who enjoy helping people
• Interested in personal and professional growth
• Coachable and open to mentorship
• Willing to obtain financial licensing (training provided)
• Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required.

What We Offer:

• Career Development-

Clear pathway for growth, leadership opportunities, and the ability to build your own practice.

• Comprehensive Training-

Hands‑on mentorship, structured training programs, and support with required licensing.

• Flexible Schedule-

Build your business with flexibility and work around your lifestyle.

• Purpose‑Driven Work-

Help families build stronger financial futures while developing your own professional career.

Job Details

Position: Entry‑Level Financial Services Professional

Schedule: Flexible

Work Location: Remote / Work From Home

Benefits:

Financial planning services

Flexible schedule

Opportunities for advancement

Application Qualifications:

Do you have a Life Insurance license? If no, are you willing to get one within 14 days?

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

Soft background check required