Entry-Level Financial Wellness Advisor (Remote)

Traction Forge Financial

Entry-Level Financial Wellness Advisor (Remote)

Remote, CO
Part Time
Paid
  • Responsibilities

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

    No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.

    Responsibilities

    • Educate clients on retirement and wealth protection strategies
    • Conduct financial needs analyses
    • Develop personalized financial game plans
    • Build and maintain client relationships
    • Utilize digital platforms to support clients
    • Continue ongoing professional development

    Ideal Candidates

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

    Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

    What We Offer

    • Flexible remote schedule
    • Comprehensive training and mentorship
    • Leadership and advancement opportunities
    • A supportive team environment
    • Purpose-driven work helping families plan for the future

    Qualifications

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