Financial Services Associate - Remote, Flexible & Training

Traction Forge Financial; Ohio; Remote; USD 43,000 - 65,000; Full time

Benefits offered by this job

Flexible scheduling

Remote work opportunities

Structured training and licensing

Mentorship and coaching

Career advancement opportunities

Job summary

Traction Forge Financial is seeking individuals to start a career in financial services, with training, mentorship, and licensing support. This role emphasizes client education, relationship building, and professional development while offering flexible scheduling and remote work options.

You'll interact with individuals and business owners to understand financial goals, explain products, and guide clients through options.

Qualifications

• Entry-level opportunity with training and licensing support.
• Flexible scheduling and remote work arrangements.
• Commitment to client education and professional development.

Responsibilities

• Communicate with prospective and existing clients to identify their financial priorities and objectives
• Explain financial concepts and available products in a clear, accurate, and understandable manner
• Help clients review financial services and product options based on their needs and eligibility
• Participate in scheduled training, professional education, and coaching
• Follow organizational policies, industry guidelines, and applicable regulatory standards

Job description

Traction Forge Financial is seeking individuals to start a career in financial services, with training, mentorship, and licensing support. This role emphasizes client education, relationship building, and professional development while offering flexible scheduling and remote work options.

You'll interact with individuals and business owners to understand financial goals, explain products, and guide clients through options.