Financial Strategy Associate

Part-time

Traction Forge Financial

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.

No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.

Key Responsibilities

Educate clients on financial protection and retirement strategies
Conduct financial needs assessments
Help clients develop personalized financial plans
Build strong, long-term client relationships
Utilize digital tools to support the client experience
Participate in ongoing training and professional development

Ideal Candidates

Motivated and self-disciplined
Strong communicators with a passion for helping others
Entrepreneurial and growth-minded
Coachable and team-oriented
Willing to obtain financial licensing

Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

What We Offer

Flexible remote work opportunities
Comprehensive training and mentorship
Leadership and advancement potential
Supportive team culture
Opportunity to make a meaningful impact helping families pursue financial confidence

Requirements

Legal U.S. Resident, Citizen, or valid Work Permit with SSN
Life Insurance License preferred
- Must be willing to obtain licensing within 14 days if not currently licensed
Soft background check required

Apply

Vacancy posted more than 2 months ago

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