Financial Strategy Associate
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AI Summary
Educate clients on financial protection and retirement strategies while conducting needs assessments. Develop personalized financial plans and build long-term client relationships using digital tools.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.
No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.
Key Responsibilities
- Educate clients on financial protection and retirement strategies
- Conduct financial needs assessments
- Help clients develop personalized financial plans
- Build strong, long-term client relationships
- Utilize digital tools to support the client experience
- Participate in ongoing training and professional development
Ideal Candidates
- Motivated and self-disciplined
- Strong communicators with a passion for helping others
- Entrepreneurial and growth-minded
- Coachable and team-oriented
- Willing to obtain financial licensing
Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
What We Offer
- Flexible remote work opportunities
- Comprehensive training and mentorship
- Leadership and advancement potential
- Supportive team culture
- Opportunity to make a meaningful impact helping families pursue financial confidence
Requirements
- Legal U.S. Resident, Citizen, or valid Work Permit with SSN
-
Life Insurance License preferred
- Must be willing to obtain licensing within 14 days if not currently licensed
- Soft background check required
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