Wealth Management Professional KC

Traction Forge Financial; St. Louis (MO); Hybrid; USD 40,000 - 50,000; Full time

Job summary

A financial services company in the United States seeks an entry-level financial professional to assist clients in achieving financial clarity and security. The role emphasizes developing communication and customer service skills through a comprehensive training program. No prior experience is necessary, making this an ideal opportunity for those starting their careers or looking to transition. A flexible schedule is available for candidates, ensuring work-life balance while pursuing financial education.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Assist individuals and families in understanding their financial goals.
• Create a financial game plan or roadmap for clients.
• Participate in an education-driven financial planning training program.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

Overview

Here at Morrison Family Financial (a GFI Affiliate), we put families first. Every recommendation, strategy, and client interaction is centered on helping individuals and families build clarity, confidence, and long-term financial security.

We take an education-driven approach to financial planning — empowering clients from all backgrounds to understand their options and make informed decisions. Through strategic partnerships with leading Fortune 500 financial institutions, we provide comprehensive, complimentary financial plans designed to address retirement planning, wealth accumulation, college funding, investment strategies, and insurance protection.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Qualifications

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days