Entry-Level Financial Planning Counselor (Remote) - Atlanta

Traction Forge Financial
  • Houston, TX
  • Remote
    30+ days ago

    Job 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 vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

    This is an opportunity for someone who isn't afraid of hard-work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potentially to develop into management and leadership positions long-term. 

    There is no experience needed for this position, but a life insurance license is welcomed. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and aspirations, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (includes 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, 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

    Numbers & Facts

    LocationHouston, TX (
    Remote
    )

    Skills

    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Fortune 500 Customersunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Legalunmatched
    • Life Insuranceunmatched
    • Purchasing/Procurementunmatched
    • Retirement Planningunmatched
    • Training Programunmatched
    • United States Citizenunmatched

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