Entry-Level Financial Wealth Advisor (Remote) - Toledo

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