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Entry-Level Financial Wellness Advisor (Remote) (Remote)

Traction Forge FinancialColorado Springs, CO
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Remote
Benefits
Career Development

Job Description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.

No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.

Responsibilities

  • Educate clients on retirement and wealth protection strategies
  • Conduct financial needs analyses
  • Develop personalized financial game plans
  • Build and maintain client relationships
  • Utilize digital platforms to support clients
  • Continue ongoing professional development

Ideal Candidates

  • Motivated and self-driven
  • Strong communicators who enjoy helping people
  • Coachable and growth-oriented
  • Entrepreneurial in mindset
  • Willing to obtain financial licensing

Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

What We Offer

  • Flexible remote schedule
  • Comprehensive training and mentorship
  • Leadership and advancement opportunities
  • A supportive team environment
  • Purpose-driven work helping families plan for the future

Qualifications

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

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FAQs About Entry-Level Financial Wellness Advisor (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 Colorado Springs, CO, 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 role as a Full-time position.
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 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.