Entry-Level Financial Wellness Advisor (Remote)

Part-time

Traction Forge Financial

Remote job

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

Apply

Vacancy posted 10 days ago

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