SonicJobs Logo
Left arrow iconBack to search

Entry-Level Financial Planning (Remote)

Traction Forge Financial
Posted 4 months ago, valid for 22 days
Location

Juneau, AK, US

Salary

Competitive

Contract type

Part Time

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • Traction Forge Financial is seeking motivated individuals to join their team and help clients create a stronger financial future through education and personalized support.
  • Candidates do not need previous experience in finance, as a structured training and mentorship program will be provided.
  • The role involves guiding clients in areas such as financial goal setting, retirement planning, and wealth accumulation.
  • Applicants must be at least 18 years old and able to complete licensing requirements within 14 days.
  • This position offers opportunities for growth, mentorship, and advancement, with a focus on building relationships and making a positive impact.

At Traction Forge Financial, leveraging the strength and resources of GFI, we are committed to helping individuals and families create a stronger financial future through education, strategy, and personalized support. Our philosophy is simple: financial guidance should be understandable, accessible, and focused on the real-life goals of the people we serve.

Through partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success.

We are currently expanding our team and seeking motivated individuals who are eager to grow personally and professionally in the financial services industry. This opportunity is ideal for candidates who are hardworking, coachable, people-oriented, and passionate about making a positive impact in the lives of others.

No previous experience in finance is required.

Our structured training and mentorship program is designed to equip entry-level professionals with the knowledge, confidence, and communication skills needed to work with individuals, families, and business owners. Team members will learn how to guide clients through conversations surrounding:

• Financial goal setting
• Retirement planning strategies
• Wealth accumulation and asset growth
• College planning solutions
• Insurance and protection strategies
• Long-term financial preparation

In this role, you will learn how to educate clients, identify financial needs, and help create customized strategies using the products and solutions available through our platform.

Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.

We are looking for individuals who want more than just a job — people who want to build relationships, create impact, and grow into future leaders within the organization.



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




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.