Remote Financial Services Advisor - Flexible Hours

Traction Forge Financial; Columbus (OH); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible scheduling

Remote work opportunities

Structured training and education

Mentorship and coaching

Licensing assistance

Professional development

Leadership opportunities

Collaborative environment

Job summary

Traction Forge Financial is seeking motivated individuals to join a client-focused financial services team. You will identify client priorities, explain products clearly, and help review options based on needs and eligibility, all while building professional client relationships.

The role emphasizes licensing education, ongoing coaching, and remote-friendly work arrangements with flexible scheduling. Training and mentorship are provided to support career growth and regulatory compliance.

Qualifications

• Reliable, organized, and professional
• Confident communicating with individuals from different backgrounds
• Capable of managing responsibilities and working independently
• Open to coaching, feedback, and learning new skills
• Interested in developing knowledge of financial products and services
• Comfortable scheduling appointments and maintaining client communication
• Willing to complete training and licensing requirements
• Able to satisfy applicable regulatory and licensing standards

Responsibilities

• Communicate with prospective and existing clients to identify their financial priorities and objectives
• Explain financial concepts and available products in a clear, accurate, and understandable manner
• Help clients review financial services and product options based on their needs and eligibility
• Establish and maintain positive, professional client relationships
• Coordinate appointments, client conversations, and follow-up communications
• Maintain organized records of client interactions and related activities
• Participate in scheduled training, professional education, and coaching
• Complete required licensing procedures and continuing education, as applicable
• Follow organizational policies, industry guidelines, and applicable regulatory standards
• Manage individual responsibilities while maintaining communication with team members and leadership

Job description

Traction Forge Financial is seeking motivated individuals to join a client-focused financial services team. You will identify client priorities, explain products clearly, and help review options based on needs and eligibility, all while building professional client relationships.

The role emphasizes licensing education, ongoing coaching, and remote-friendly work arrangements with flexible scheduling. Training and mentorship are provided to support career growth and regulatory compliance.