Entry-Level Financial Planning - Remote

Overview

This role at Traction Forge Financial focuses on providing financial planning services to individuals and families, emphasizing education and support for achieving financial goals.

In Short

• Entry-level position with no prior experience required.
• In-depth training program provided.
• Opportunity to help clients with financial goals.
• Flexible schedule available for full-time or part-time work.
• Focus on customer service and communication skills.
• Potential for career development into management and leadership roles.
• Work with a variety of financial products and services.
• Requires completion of licensing within 14 days.
• Soft background check necessary.
• Must be at least 18 years old and a legal U.S. resident.

Requirements

• Minimum age: 18 years.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Benefits

• Flexible work schedule.
• Training and development opportunities.
• Supportive work environment.
• Access to financial planning resources.
• Potential for career advancement.