Financial Legacy Planning Associate Remote Havre De Grace MD

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

Benefits offered by this job

Earn While You Learn

Structured training

Leadership track

Job summary

Legacy Wealth Financial (powered by GFI) is seeking ambitious individuals to join its 2026 training cohort. No prior finance experience is required—we provide the blueprint, mentorship and platform; you provide the work ethic.

You will learn to conduct financial discovery sessions, build customized roadmaps, and participate in structured training to master financial concepts and client relationships.

Qualifications

• Ethical standards: pass a standard soft background check.
• Legal standing: 18+ and US resident, citizen, or valid work permit with SSN.
• Growth mindset: ability to complete state licensing within 14 days.

Responsibilities

• Consult and educate individuals and business owners to understand their goals.
• Develop customized wealth roadmaps using our solutions.
• Attend structured training sessions to build financial knowledge and client relations.

Skills

Communication

Growth Mindset

Ethical Standards

Job description

At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic.

Why Choose This Path?

• Earn While You Learn: Transition into a high-demand industry with a structured training program.
• Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream.
• Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
• Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.

What You'll Do

• Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
• Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
• Professional Development: Attend structured training sessions to master financial concepts and client relationship management.

Qualifications

• Ethical Standards: Must be able to pass a standard soft background check.
• Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
• Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
• Communication: You should enjoy talking to people and have a "service-first" attitude.