Remote Financial Planning Coach

Traction Forge Financial; United States; On-site; Full time

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