Entry-Level Financial Planning & Wellness Professional(Remote) (Remote)

Traction Forge FinancialLos Angeles, CA

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Overview

Schedule

Flexible-schedule

Full-time

Part-time

Career level

Senior-level

Remote

On-site

Benefits

Life Insurance

Flexible/Unlimited PTO

Career Development

Job Description

At Traction Forge Financial, leveraging the strength of GFI, we are passionate about helping individuals and families create stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to everyone, regardless of background or experience.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.

We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.

No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:

Conduct financial consultations

Identify client goals and financial needs

Build personalized financial strategies

Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions

Develop leadership and relationship-building skills

Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.

If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.

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 days

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FAQs About Entry-Level Financial Planning & Wellness Professional(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 Los Angeles, CA, 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, 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.