Entry-Level Financial Wealth Advisor (Remote) - Toledo

Traction Forge Financial

Entry-Level Financial Wealth Advisor (Remote) - Toledo

National
Part Time
Paid
  • Responsibilities

    Traction Forge Financial, powered by the strength of Global Financial Impact (GFI) , is expanding throughout Ohio and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping individuals and families create stronger financial futures.

    This opportunity is ideal for individuals seeking professional growth, flexible income potential, and the ability to make a meaningful impact within their local communities.

    No prior financial services experience is required. We provide training, mentorship, and support throughout the licensing process.

    Responsibilities

    • Educate clients on retirement, wealth protection, and financial strategies
    • Conduct financial needs analyses
    • Help develop personalized financial game plans
    • Build long-term relationships with clients and families
    • Utilize virtual and digital platforms to support client needs
    • Participate in ongoing training and professional development

    Ideal Candidates

    • Motivated and self-driven
    • Strong communicators who enjoy helping people
    • Entrepreneurial and growth-minded
    • Coachable and team-oriented
    • Willing to obtain financial licensing

    Backgrounds in hospitality, customer service, leadership, sales, business, or finance are helpful, but not required.

    What We Offer

    • Flexible remote work environment
    • Comprehensive training and mentorship
    • Leadership and advancement opportunities
    • Supportive team culture
    • Opportunity to build a long-term professional career while serving families across Ohio

    Qualifications

    • Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
    • Life Insurance License preferred
      • Willingness to obtain licensing within 14 days if not currently licensed
    • Soft background check required