[Hiring] Entry-Level Financial Planning Specialist @Traction Forge Financial

Role Description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to:

• Sit down with an individual, family, or business owner.
• Have a conversation about their financial goals and dreams.
• Help create a game plan or roadmap to achieve short-term and long-term financial goals.

Our financial solutions, products, and services include (but are not limited to):

• Retirement planning
• Wealth accumulation
• College planning
• Investments
• Insurance

Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

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 - 21 days