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Financial Strategy Associate (Remote)

Traction Forge FinancialWilmington, DE
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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 expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.

No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.

Key Responsibilities

  • Educate clients on financial protection and retirement strategies
  • Conduct financial needs assessments
  • Help clients develop personalized financial plans
  • Build strong, long-term client relationships
  • Utilize digital tools to support the client experience
  • Participate in ongoing training and professional development

Ideal Candidates

  • Motivated and self-disciplined
  • Strong communicators with a passion for helping others
  • Entrepreneurial and growth-minded
  • Coachable and team-oriented
  • Willing to obtain financial licensing

Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

What We Offer

  • Flexible remote work opportunities
  • Comprehensive training and mentorship
  • Leadership and advancement potential
  • Supportive team culture
  • Opportunity to make a meaningful impact helping families pursue financial confidence

Requirements

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

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FAQs About Financial Strategy Associate (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 Wilmington, DE, 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.