Entry-Level Financial Wellness Planner (Remote)

Remote | Flexible Schedule | Florida Growth Opportunity

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is growing and seeking driven, high-energy individuals looking to build a rewarding career in financial services while creating more freedom, flexibility, and long-term income potential for themselves and their families.

We are looking for motivated professionals who thrive in fast-paced environments, enjoy connecting with people, and are ready to grow both personally and professionally while helping others build stronger financial futures.

No prior financial services experience is required, though it is always welcomed. We provide comprehensive training, mentorship, and licensing support to help you develop the skills and confidence needed to succeed.

What You’ll Do

Help individuals and families create financial game plans for retirement and protection
Build and grow your own client network
Educate clients on wealth-building strategies and financial concepts
Utilize digital and virtual platforms to support clients
Develop long-term relationships and personal brand credibility
Participate in ongoing leadership and professional development

Who We’re Looking For

Motivated self-starters with big goals
Strong communicators who thrive around people
Entrepreneurial and growth-focused individuals
Professionals who want flexibility without sacrificing income potential
Coachable individuals ready to level up personally and financially

Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

What We Offer

Flexible remote schedule
Performance-based income with uncapped growth potential
Comprehensive training and mentorship
Leadership and business-building opportunities
High-energy, growth-focused culture
Opportunity to create long-term income and lifestyle freedom

Requirements

Legal U.S. Resident, Citizen, or valid Work Permit with SSN
Life Insurance License preferred but not required.
- Must be willing to obtain licensing within a reasonable timeline if not already obtained
Soft background check required

This is not a “clock in and clock out” career.
This is for individuals ready to think bigger, move faster, and build a future on their terms.

Learn more about this Employer on their Career Site