Legacy Planning Associate (Remote) - Bowie, MD
Part-time
Traction Forge Financial
Remote
- Remote job
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.
We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic.
Why Choose This Path?
- Earn While You Learn: Transition into a high-demand industry with a structured training program.
- Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream.
- Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
- Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.
What You'll Do
- Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
- Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
- Professional Development: Attend structured training sessions to master financial concepts and client relationship management.
Qualifications
- Ethical Standards: Must be able to pass a standard soft background check.
- Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
- Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
- Communication: You should enjoy talking to people and have a "service-first" attitude.
Vacancy posted 13 days ago
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