Financial Strategy & Services Professional (Remote) - Towson, MD

Full-time

Traction Forge Financial

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.

Apply

Vacancy posted 6 days ago

Similar jobs that could be interesting for youBased on the Financial Strategy & Services Professional (Remote) - Towson, MD in Remote vacancy

Senior Financials Solutions Consultant - Professional Services
$126k - $189k
...Management, Consulting Services, Marketing, and Value Management... ...Consultant with Financial Management / ERP expertise, to join our Professional Services Industry... ...worlds: in-person time and remote. Our approach enables our... ...USA, MT, Remote; USA, MD, Remote; USA, MA,...
Remote work
Full time
Work at office
Work from home
Home office
Flexible hours
Workday
Trenton, NJ
13 hours ago
Credit Strategy Director, Home Improvement
...action, and action into financial progress. That means... ...RoleThis role leads credit strategy and pricing for Happen... ...in financial services, credit risk management... ...this role’s success, and remote placement will not be... ...information, identifiers, professional and employment-related...
Remote work
Full time
Work at office
Local area
Relocation
Flexible hours
Lending Club
San Francisco, CA
3 days ago
Vice President - Finance Strategy & Execution
$115k - $180k
...Vice President, Finance Strategy & Execution, is a... ...a thought partner to Financial Controllers, Accounts... ...QualificationsCPA, CFA, or equivalent professional certification.... ...opportunities for remote work depending on the... ...comprehensive financial services to clients in 35 countries...
Remote work
Full time
Work at office
Local area
Worldwide
Shift work
Mizuho Financial Group
New York, NY
1 day ago
Financial Services Professional
...This role is hybrid remote but candidates must reside... ...navigate life’s financial decisions through changing... .... As a Financial Professional*, you’ll play a direct... ...you to develop tailored strategies to help clients and... ...advisor, and offer advisory services². What We Look...
Remote work
Full time
Contract work
Temporary work
Part time
For contractors
New York Life
Fort Lauderdale, FL
1 day ago
Credit Strategy & Pricing Manager
...action, and action into financial progress. That means... ...managing and crafting risk strategies along with developing... ...role’s success, and remote placement will not be... ...new financial services solutions for our members... ...information, identifiers, professional and employment-related...
Remote work
Full time
Work at office
Local area
Relocation
Flexible hours
Lending Club
San Francisco, CA
4 days ago
Investment Professional, Data Analyst
$100k - $168k
...: 3 days in office, 2 days remote.This role does not qualify... ...Investment Data Management professional, you will serve as the primary... ...driving data and analytic strategies and solutions to deliver... ...fit for purpose. Insurance/financial services industry knowledge a plus....
Remote work
Full time
Temporary work
Part time
Casual work
Work at office
Nationwide
Columbus, OH
3 days ago
Emerging Financial Planning Professional (Remote)
...Traction Forge Financial, powered by the strength of... ...meaningful career in financial services while helping... ...financial protection strategies ~Conduct financial... ...Participate in ongoing professional development and training... ...We Offer ~Flexible remote work environment ~Comprehensive...
Remote work
Flexible hours
Global Financial Impact
United States
2 days ago
Financial Wellness & Services Professional
...Traction Forge Financial is expanding and seeking motivated... ...a career in financial services while helping families... ..., and wealth-building strategies ~Conduct financial... ...clients ~Continue professional and industry... ...mentorship ~Flexible, remote work environment ~Purpose...
Remote work
Flexible hours
Global Financial Impact
United States
2 days ago
Manager of Tax Strategy
...seeking a Manager of Tax Strategy to join our Wealth... ...Dallas office and offers remote work flexibility.... ...implications for their overall financial picture. Assist the... ...reimbursement for professional designations and continuing... ...Financial Planning services for employees and...
Remote work
Full time
Work at office
True North Advisors
Dallas, TX
4 days ago
Wealth Advisor
...Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC;... ...wealth advisory services, investment... ...bringing unwavering financial peace of mind to... ...team of professionals. At HB Wealth,... ...retirement planning, tax strategies, estate... ...with up to 20% remote work Cell phone...
Remote work
Work at office
Flexible hours
HB Wealth
Towson, MD
5 days ago
Operations Strategy & Transformation - FP&A Financial Analyst - P2 - (Onsite)
$68.9k - $131.1k
...Raytheon Technologies Operations Strategy and Transformation Budget... ..., curious, and tenacious financial analyst who will heavily assist... ...while confidently and professionally sharing opinions with every... ...designated as on-site, hybrid or remote.The salary range for this role...
Remote work
Contract work
Temporary work
Work experience placement
Work at office
Flexible hours
Raytheon
Tewksbury, MA
3 days ago
Financial Services Professional
...individuals and families achieve financial security with integrity,... ...to support personal and professional growth. Join us in our mission... ..., with some flexibility for remote work. Responsibilities include... ..., managing financial strategies, analyzing data, preparing financial...
Remote work
Full time
Work at office
New York Life
Pittsburgh, PA
7 hours ago
Entry-Level Financial Strategy Planner (Remote) - KC
...At Traction Forge Financial, leveraging the strength of GFI, we... ...guidance, and long-term financial strategies. We believe financial... ...meaningful career in the financial services industry. This opportunity... ...others, value personal and professional growth, and are looking for...
Remote work
Extra income
Full time
Local area
Flexible hours
Traction Forge Financial
Remote
6 hours ago
Entry-Level Financial Services Professional (Remote)
...At Traction Forge Financial, leveraging the strength of GFI, we are... ...and personalized financial strategies. We believe financial literacy... ...a career in financial services. This opportunity is ideal for... ...while growing personally and professionally. No prior experience in the...
Remote work
Extra income
Full time
Part time
Flexible hours
Global Financial Impact
United States
2 days ago
Financial Services Professional
$36k - $48k
...Mission If you’re a business professional who knows you’re capable of... ...looking for. Location Remote Position Job Type Part... ...communication and service Generate new business through... ...policies, coverage options, and strategies to protect and grow their...
Remote work
Full time
Part time
Legendary Allen Agency
Bristol, CT
1 day ago
Travel Occupational Therapist (OT) - $1,404 to $1,692 per week in Towson, MD
$1,404 - $1,692 per week
...Occupational Therapist Location: Towson, MD Agency: Fusion Medical... ...educates their families on strategies to optimize functional... ...assurance initiatives and professional development activities to remain... ...: Critical thinking, service excellence, and good...
Full time
Contract work
Temporary work
Immediate start
Work from home
Shift work
Fusion Medical Staffing
Towson, MD
1 day ago
Financial Services Professional
$19k
...Financial Services Professional – Hybrid Remote (state abbr) Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious... ...equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career...
Remote work
Full time
Work at office
Local area
Flexible hours
Bankers Life
Winchester, VA
3 days ago
REMOTE - Entry-Level - Financial Professional
...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID... ...hourly position We are a financial services staffing company now hiring for... ...their objectives. Our comprehensive strategies are designed to help families...
Remote work
Hourly pay
Full time
Part time
For contractors
Immediate start
GFI Pros
Eugene, OR
3 days ago
Entry-Level Financial Professional
$60k - $100k
...Term Potential with Ardent Financial. Financial services offers something few... ...successful career. As a financial professional, you'll work with... ...flexible opportunity combines remote work with in-person collaboration... ...personalized financial strategies based on each client's...
Remote work
Flexible hours
Ardent Financial
Harahan, LA
2 days ago
Manager, Finance - External Reporting
$109k - $145k
...company where talented professionals work collaboratively... ...were among the first financial services companies in America... ...Risk, Internal Audit, Strategy and Development, and... ...footnote disclosures, MD&A, and other required... ...(in-office, hybrid, remote) and operational needs...
Remote work
Full time
Contract work
Worldwide
Transamerica
Baltimore, MD
4 days ago
Financial Professional
$50k
Osaic Careers Independent Representative Opportunity in Financial Services Financial Professional Location(s): Bank location in which the respective... ...options Expertise in financial planning and investment strategies Familiarity with the securities, mutual fund and...
Remote work
Full time
Contract work
Temporary work
Advisor Group
United States
4 days ago
Investment Strategy Analyst
$70k - $105k
...The company is a leader in strategies such as crypto, dividend growth... ...1-3 years of experience in financial services, with recent graduates... ...initiative in developing self professionally; demonstrates high energy;... ...in-office at our Bethesda, MD headquarters) Peer...
Internship
Work at office
ProShares
New York, NY
3 days ago
Strategy Consultant
...Strategy Consultant An exciting opportunity to join a rapidly... ...consulting firm will be remote for South Africans who will... ...market sectors including: Financial Services, Technology, FinTech, Higher... ...Consumer & Retail, Property and Professional Services. We work with...
Remote work
Full time
Talent Shore
United States
5 days ago
Sr. Manager, Financial Planning & Analysis (FP&A)
$110k - $188k
...and reporting of financial performance. Reporting... ..., detail-oriented professional who thrives in a... ...and business strategy. Perform in-depth... ...management, or financial services industryExperience... ..., Washington and remote workers$121,000.00... ...: Owings Mills, MD; Baltimore, MDType...
Remote work
Full time
Local area
1 day per week
T. Rowe Price
Owings Mills, MD
2 days ago
Financial Services Professional (Remote)
...We at Traction Forge Financial (leveraging the strength... ...a career in financial services while helping families... ...the industry, develop professional skills, and build your... ...to help them develop strategies for retirement,... ...Flexible Work Location: Remote / Work From Home...
Remote work
Part time
Work from home
Flexible hours
Traction Forge Financial
Remote
more than 2 months ago
Fraud Strategy Analyst Lead
$143.32k - $273.93k
...our members to achieve financial security through... ...products, exceptional service and trusted advice. We... ...USAA roles may offer remote or hybrid flexibility... ...OpportunityAs a dedicated Fraud Strategy Analyst Lead, you will... ...employees with their professional goals.For more details...
Remote work
Full time
Temporary work
H1b
Work at office
Home office
USAA - United Services Automobile Association
San Antonio, TX
4 days ago
Financial Advisor (Entry-Level & Experienced Professionals)
...Financial Advisor (Entry-Level & Experienced Professionals) Financial Advisor (Entry-Level & Experienced... ...Management - Advisory Services, Brokerage, Private Wealth... ...and investment strategies for clients to guide them... ...Fairfield District Office (MD Pietig) ranked #1 nationally...
Full time
Work experience placement
Internship
Work at office
Work visa
Northwestern Mutual
Hartford, CT
3 days ago
Financial Services Professional
$130k
...Financial Services Professional | Olympia, WA - Hybrid Ready to move from servicing clients to becoming the lead advisor? We’re looking for... ...AM–5 PM | Fri: 8 AM–3 PM • 3 days in-office and 2 days remote Olympia, WA | Fully On-Site 401(k) Match | Health,...
Remote work
Work at office
Flexible hours
Talent Harbor
Olympia, WA
14 hours ago
VP, Finance Strategy & Execution
...City is seeking an experienced professional to join their team as Vice President on their Strategy and Execution team.... ...controllership, accounts payable, financial planning and analysis, and other... ...advisory roles within financial services. ~ CPA, CFA, or a comparable...
Full time
Nextera Search
New York, NY
3 days ago
Account Executive - Towson, MD
$75k - $150k
...Advisors Janney is an award-winning full-service financial services firm committed to... ...use their talents to thrive and grow professionally with the firm. The RCR Wealth Advisors... ...and available investment products and strategies. May use a financial planning...
Full time
Janney Montgomery Scott LLC
Towson, MD
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Strategy & Services Professional (Remote) - Towson, MD. Be the first to apply!