Entry-Level Financial Planning (Remote)

At Traction Forge Financial, leveraging the strength and resources of GFI, we are committed to helping individuals and families create a stronger financial future through education, strategy, and personalized support. Our philosophy is simple: financial guidance should be understandable, accessible, and focused on the real-life goals of the people we serve.

Through partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success.

We are currently expanding our team and seeking motivated individuals who are eager to grow personally and professionally in the financial services industry. This opportunity is ideal for candidates who are hardworking, coachable, people-oriented, and passionate about making a positive impact in the lives of others.

No previous experience in finance is required.

Our structured training and mentorship program is designed to equip entry-level professionals with the knowledge, confidence, and communication skills needed to work with individuals, families, and business owners. Team members will learn how to guide clients through conversations surrounding:

• Financial goal setting
• Retirement planning strategies
• Wealth accumulation and asset growth
• College planning solutions
• Insurance and protection strategies
• Long-term financial preparation

In this role, you will learn how to educate clients, identify financial needs, and help create customized strategies using the products and solutions available through our platform.

Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.

We are looking for individuals who want more than just a job — people who want to build relationships, create impact, and grow into future leaders within the organization.

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 days