Wealth Management Professional

Here at Traction Forge Financial (a GFI Affiliate), we put families first. Every recommendation, strategy, and client interaction is centered on helping individuals and families build clarity, confidence, and long-term financial security.

We take an education-driven approach to financial planning - empowering clients from all backgrounds to understand their options and make informed decisions. Through strategic partnerships with leading Fortune 500 financial institutions, we provide comprehensive, complimentary financial plans designed to address retirement planning, wealth accumulation, college funding, investment strategies, and insurance protection.

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 with them about their financial goals and dreams, 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 (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 days