Remote Financial Planning Associate — Earn While You Learn

Traction Forge Financial; Huntingtown (MD); Remote; USD 40,000 - 60,000; Full time

Job summary

Legacy Wealth Financial (powered by GFI) is looking for ambitious, people-oriented individuals to join our 2026 training cohort in Maryland. This role offers the chance to transition into a high-demand industry with the support of a structured training program.

You'll learn to conduct financial discovery sessions and build customized roadmaps for clients. No prior finance experience is needed—just a strong work ethic and a desire to educate families on financial matters.

Qualifications

• Must be able to pass a standard soft background check.
• Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit.
• Ability to complete state licensing requirements within 14 days.

Responsibilities

• Conduct financial discovery sessions with individuals and business owners.
• Build customized roadmaps using financial and insurance solutions.
• Attend structured training sessions to master financial concepts.

Skills

Communication

Service-first attitude

Growth mindset

Job description

Legacy Wealth Financial (powered by GFI) is looking for ambitious, people-oriented individuals to join our 2026 training cohort in Maryland. This role offers the chance to transition into a high-demand industry with the support of a structured training program.

You'll learn to conduct financial discovery sessions and build customized roadmaps for clients. No prior finance experience is needed—just a strong work ethic and a desire to educate families on financial matters.