Financial Planning Associate — Training, Flexible Schedule & Growth

Traction Forge Financial; Mechanicsville (MD); Hybrid; USD 35,000 - 50,000; Full time

Benefits offered by this job

Structured training program

Flexible scheduling

Mentorship from experienced professionals

Job summary

Traction Forge Financial, located in Mechanicsville, MD, is expanding its 2026 training cohort and seeking motivated professionals. No prior finance experience is needed; full mentorship and training are provided to help you succeed in a high-demand industry.

This role emphasizes education over sales, guiding families on crucial topics like retirement and wealth protection. Enjoy flexible scheduling and opportunities for leadership advancement within a supportive environment.

Qualifications

• Must be 18 years of age or older and a Legal U.S. Resident, Citizen, or hold a valid Work Permit.
• Ability and willingness to complete state licensing requirements within 14 days.
• Genuine enjoyment in engaging with people.

Responsibilities

• Conduct financial discovery sessions with individuals and businesses.
• Build customized financial roadmaps using insurance solutions.
• Participate in structured development sessions.

Skills

Interpersonal Skills

Integrity

Growth Mindset

Job description

Traction Forge Financial, located in Mechanicsville, MD, is expanding its 2026 training cohort and seeking motivated professionals. No prior finance experience is needed; full mentorship and training are provided to help you succeed in a high-demand industry.

This role emphasizes education over sales, guiding families on crucial topics like retirement and wealth protection. Enjoy flexible scheduling and opportunities for leadership advancement within a supportive environment.