Remote Wealth & Retirement Advisor—Entry Level

Traction Forge Financial; St. Louis (MO); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible remote work environment

Comprehensive training and mentorship

Leadership and advancement opportunities

Job summary

Traction Forge Financial is expanding in St. Louis and seeks motivated individuals for a fulfilling career in financial services. No previous experience is necessary, as we provide comprehensive training and mentorship opportunities.

This role focuses on educating clients about financial strategies and building long-term relationships. Ideal candidates are self-driven and willing to obtain required licensing. Enjoy a supportive team culture and flexible work environment while making a meaningful impact in the community.

Qualifications

• Must be at least 18 years of age.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Educate clients on retirement, wealth protection, and financial strategies.
• Conduct financial needs analyses.
• Help develop personalized financial game plans.
• Build long-term relationships with clients and families.
• Utilize virtual and digital platforms to support client needs.

Skills

Strong communication skills

Motivated and self-driven

Coachable and team-oriented

Education

Legal U.S. Resident, Citizen, or Work Permit with SSN

Life Insurance License preferred

Job description

Traction Forge Financial is expanding in St. Louis and seeks motivated individuals for a fulfilling career in financial services. No previous experience is necessary, as we provide comprehensive training and mentorship opportunities.

This role focuses on educating clients about financial strategies and building long-term relationships. Ideal candidates are self-driven and willing to obtain required licensing. Enjoy a supportive team culture and flexible work environment while making a meaningful impact in the community.