Remote Entry-Level Financial Planner (Training & Licensing)

Traction Forge Financial; Centennial (CO); Hybrid; 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

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.