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Entry-Level Financial Planning Counselor (Remote) - San Antonio

Traction Forge Financial
Posted 2 months ago, valid for 15 days
Location

San Antonio, Bexar, TX

Salary

Competitive

Contract type

Part Time

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Sonic Summary

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  • Traction Forge Financial is seeking entry-level financial professionals to join their team, focusing on an educational approach to finance.
  • The position requires no prior experience, but a life insurance license is preferred and must be obtained within 14 to 21 days.
  • Candidates should possess strong communication and customer service skills, and be willing to work hard and help others achieve their financial goals.
  • The company offers a flexible schedule and opportunities for career advancement into management and leadership roles.
  • Salary details are not specified, but the role is designed for individuals looking to start or transition into a new career.

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan that can reach your long term goals.

This is an opportunity for someone who isn't afraid of hard-work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potentially to develop into management and leadership positions long-term.

There is no experience needed for this position, but a life insurance license is welcomed. 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 aspirations, 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 (includes 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, 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 - 21 days




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