Entry-Level Financial Wellness Advisor

Part-time

Traction Forge Financial

Remote

Role Description

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

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

Requirements

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.

Benefits

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

Apply

Vacancy posted 9 days ago

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