Associate-Level Financial Wellness Planner (Remote)

Associate-Level Financial Wellness Planner (Remote)

Remote | Flexible Schedule | South Florida Growth Opportunity

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for ambitious, high-energy individuals ready to build a lifestyle-driven career in financial services.

We're seeking motivated professionals who want more—more growth, more freedom, more income potential, and more control over their future. If you thrive in fast-paced environments, enjoy connecting with people, and want to build something meaningful, this opportunity was built for you.

No prior financial services experience is required, but always welcome. We will provide the training, mentorship, and licensing support needed to help you succeed.

What You'll Do

• Help individuals and families create financial game plans for retirement and protection
• Build and grow your own client network
• Educate clients on wealth-building strategies and financial concepts
• Utilize digital and virtual platforms to support clients
• Develop long-term relationships and personal brand credibility
• Participate in ongoing leadership and professional development

Who We're Looking For

• Motivated self-starters with big goals
• Strong communicators who thrive around people
• Entrepreneurial and growth-focused individuals
• Professionals who want flexibility without sacrificing income potential
• Coachable individuals ready to level up personally and financially

Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

What We Offer

• Flexible remote schedule
• Performance-based income with uncapped growth potential
• Comprehensive training and mentorship
• Leadership and business-building opportunities
• High-energy, growth-focused culture
• Opportunity to create long-term income and lifestyle freedom

Requirements

• Legal U.S. Resident, Citizen, or valid Work Permit with SSN
• Life Insurance License preferred but not required.
  • Must be willing to obtain licensing within a reasonable timeline if not already obtained
• Soft background check required

This is not a “clock in and clock out” career.
This is for individuals ready to think bigger, move faster, and build a future on their terms.