Entry-Level Financial Planning Counselor

Role Description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for someone who isn't afraid of hard work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potential to develop into management and leadership positions long-term.

There is no experience needed for this position, but a life insurance license is welcomed. Through our in-depth training program, you will learn how to:

• Sit down with an individual, family, or business owner
• Have a conversation about their financial goals and aspirations
• Create a game plan or roadmap to help them achieve their short-term and long-term financial goals

Our financial solutions, products, and services include (but are not limited to):

• Retirement planning
• Wealth accumulation
• College planning
• Investments
• Insurance

Whether you are looking to start or transition into a new career full-time, or looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Qualifications

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 - 21 days

Company Description