Junior Financial Planner — Training & Flexible Schedule

Traction Forge Financial; Centennial (CO); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Traction Forge Financial, based in Centennial, Colorado, is seeking an entry-level financial professional. This position requires no prior experience, offering an in-depth training program to help you assist clients in achieving their financial goals. Candidates must be at least 18 years old, legally authorized to work in the U.S., and willing to complete licensing requirements. A flexible schedule is available to accommodate those seeking full-time or part-time opportunities.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Engage with clients regarding their financial goals and dreams.
• Create a financial game plan to help achieve short-term and long-term goals.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

Traction Forge Financial, based in Centennial, Colorado, is seeking an entry-level financial professional. This position requires no prior experience, offering an in-depth training program to help you assist clients in achieving their financial goals. Candidates must be at least 18 years old, legally authorized to work in the U.S., and willing to complete licensing requirements. A flexible schedule is available to accommodate those seeking full-time or part-time opportunities.