landing_page-logo
Sign Up
T logo

Entry-Level Financial Planning Advisor (Remote) - Bowie (Remote)

Traction Forge FinancialBowie, MD
Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Overview

Schedule
Flexible-schedule
Full-time
Part-time
Career level
Senior-level
Remote
On-site
Benefits
Life Insurance
Family/Dependent Health
Flexible/Unlimited PTO

Job Description

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.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with SonaraApply manually
pay-wall

FAQs About Entry-Level Financial Planning Advisor (Remote) - Bowie (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 Bowie, 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
  • Full-time
  • 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.
What benefits are offered by Traction Forge Financial for this role?
Traction Forge Financial offers following benefits: Life Insurance, Family/Dependent Health, 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.