Emerging Financial Planning Professional (Remote)
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AI Summary
Educate clients on retirement and financial protection strategies while conducting financial needs analyses. Build long-term client relationships and create personalized financial plans using digital tools.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures.
No prior financial services experience is required. We provide training, mentorship, and licensing support to help qualified individuals succeed.
What You’ll Do
- Educate clients on retirement and financial protection strategies
- Conduct financial needs analyses
- Help create personalized financial plans
- Build long-term client relationships
- Utilize digital tools to support the client experience
- Participate in ongoing professional development and training
We’re Looking For Individuals Who Are:
- Self-motivated and growth-oriented
- Strong communicators who enjoy helping others
- Coachable and open to mentorship
- Entrepreneurial in mindset
- Willing to obtain financial licensing (training provided)
Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
What We Offer
- Flexible remote work environment
- Comprehensive training and mentorship
- Career growth and leadership opportunities
- The ability to build a long-term professional career
- Purpose-driven work helping families pursue financial confidence
Qualifications
- Legal U.S. Resident, Citizen, or valid Work Permit with SSN
-
Life Insurance License preferred
- If not licensed, willingness to obtain within 14 days required
- Soft background check required
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