Financial Wellness Services Strategist

Traction Forge Financial; Centennial (CO); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Financial planning services

Flexible schedule

Opportunities for advancement

Job summary

Traction Forge Financial is looking for motivated individuals to join as Entry-Level Financial Services Professionals. In this role, you will educate clients about retirement planning, build personalized financial strategies, and develop your own practice with flexibility. No prior experience is required, as comprehensive training and mentorship will be provided to help you obtain your Life Insurance license. This work offers a purpose-driven approach to help families secure their financial futures while advancing your own career.

Qualifications

• Willing to obtain a Life Insurance license within 14 days.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.

Responsibilities

• 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.

Skills

Motivated and self-driven

Strong communicators

Interest in personal and professional growth

Coachable and open to mentorship

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