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Entry-Level Financial Education Specialist (Remote) (Remote)

Traction Forge FinancialTowson, MD
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Overview

Schedule
Flexible-schedule
Part-time
Career level
Senior-level
Remote
Remote
Benefits
Life Insurance
Flexible/Unlimited PTO
Career Development

Job Description

At Legacy Wealth Financial, we operate with a singular purpose: ensuring that financial clarity is a right for every family, not a luxury for the few. As an education-first firm, we have established professional relationships with Fortune 500 institutions to provide families with comprehensive, complimentary financial roadmaps that help them secure a predictable future.

We are currently expanding our 2026 training cohort and are seeking ambitious, people-oriented professionals to join our remote team. No prior experience in finance is required to apply—we provide the complete blueprint, dedicated mentorship, and the professional platform; you simply provide the work ethic and the drive to succeed.

The Advantages of This Role

  • Earn While You Learn: We offer a structured training program designed to help you transition into a high-demand industry without a gap in your income.
  • Complete Schedule Flexibility: You have the power to design a schedule that aligns with your life. This is a perfect fit whether you are looking for a total career change or a strategic part-time income stream.
  • Accelerated Leadership Track: We are committed to internal growth. This role is specifically designed to evolve into management and agency leadership positions for those who show initiative.
  • Work with Purpose: This is not a "sales" role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.

Your Responsibilities

  • Consultation & Education: You will be trained to conduct financial discovery sessions with individuals and business owners to help them identify and understand their financial "why."
  • Strategic Financial Planning: You will build customized financial roadmaps using our robust suite of insurance solutions and wealth accumulation tools.
  • Professional Growth: You will participate in structured development sessions to master both financial concepts and the art of client relationship management.

Candidate Qualifications

  • Integrity First: All candidates must be able to pass a standard soft background check to meet our ethical and regulatory standards.
  • Legal Requirements: You must be 18 years of age or older and be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with a Social Security Number.
  • Growth Mindset: You must have the ability and willingness to complete state licensing requirements within 14 days (full guidance and study support are provided by our team).
  • Interpersonal Skills: You should genuinely enjoy engaging with people and possess a "service-first" communication style.

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FAQs About Entry-Level Financial Education Specialist (Remote) (Remote) Jobs at Traction Forge Financial

What is the work location for this position at Traction Forge Financial?
This job at Traction Forge Financial is located in Towson, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Traction Forge Financial?
Employer has not shared pay details for this role.
What employment applies to this position at Traction Forge Financial?
Traction Forge Financial lists this position under the following employment categories:
  • Flexible-schedule
  • Part-time
What experience level is required for this role at Traction Forge Financial?
Traction Forge Financial is looking for a candidate with "Senior-level" experience level.
Does Traction Forge Financial allow remote work for this role?
Yes, this position at Traction Forge Financial supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Traction Forge Financial for this role?
Traction Forge Financial offers following benefits: Life Insurance, Flexible/Unlimited PTO, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Traction Forge Financial?
You can apply for this role at Traction Forge Financial either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.