Entry-Level Financial Wellness Advisor (Remote)

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.

• 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

• 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.

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

• 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

Skills:
Background Investigation, Customer Relations, Customer Support/Service, Customer Training, Develop and Maintain Customers, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Services, Futures, Games Programming, Global Financial Markets, Leadership, Legal, Licensing, Life Insurance, Mentoring, Needs Assessment, Sales, Training/Teaching, United States Citizen

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Traction Forge Financial