Emerging Financial Planning Professional

Part-time

Traction Forge Financial

Remote

Role Description

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

Qualifications

Legal U.S. Resident, Citizen, or valid Work Permit with SSN
Life Insurance License preferred
If not licensed, willingness to obtain within 14 days required
Soft background check required

Requirements

Self-motivated and growth-oriented
Strong communicators who enjoy helping others
Coachable and open to mentorship
Entrepreneurial in mindset
Willing to obtain financial licensing (training provided)
Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.

Benefits

Flexible remote work environment
Comprehensive training and mentorship
Career growth and leadership opportunities
The ability to build a long-term professional career
Purpose-driven work helping families pursue financial confidence

Apply

Vacancy posted 3 days ago

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