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Entry-Level Financial Planning & Wellness Professional(Remote)

Traction Forge Financial
Posted 5 months ago, valid for 19 days
Location

Los Angeles, CA, US

Salary

Competitive

Contract type

Part Time

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Sonic Summary

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  • Traction Forge Financial is seeking motivated individuals to join their team in financial services, offering a supportive environment for personal and professional growth.
  • The role requires no prior experience in the financial industry, as comprehensive training and mentorship will be provided.
  • Candidates must possess strong communication and customer service skills and be at least 18 years old, with legal residency in the U.S.
  • The position offers flexible scheduling and the opportunity to develop valuable business and financial skills, with a focus on helping clients achieve their financial goals.
  • Salary details are not specified, but the role is suitable for those looking for full-time or part-time opportunities.

At Traction Forge Financial, leveraging the strength of GFI, we are passionate about helping individuals and families create stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to everyone, regardless of background or experience.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.

We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.

No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:

• Conduct financial consultations
• Identify client goals and financial needs
• Build personalized financial strategies
• Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions
• Develop leadership and relationship-building skills

Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.

If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.


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




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