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Entry-Level Financial Planning & Consultant (Remote)

Traction Forge Financial
Posted 4 months ago, valid for 15 days
Location

Mesa, AZ, US

Salary

Competitive

Contract type

Part Time

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Sonic Summary

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  • Traction Forge Financial is seeking motivated and service-oriented individuals to join as Entry-Level Financial Professionals with no prior financial industry experience required.
  • The role involves conducting financial consultations, developing personalized financial strategies, and educating clients on various financial solutions.
  • Candidates should possess strong communication and customer service skills, and the position offers growth potential into leadership and management roles.
  • The job offers a flexible schedule and a supportive team environment focused on personal and professional growth, with a minimum age requirement of 18 and legal U.S. residency.
  • Salary details are not specified, but candidates must be able to complete licensing requirements within 14 days of employment.

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

• Conduct professional financial consultations
• Understand client goals, priorities, and financial concerns
• Develop personalized financial game plans and strategies
• Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
• Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.

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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