Investment & Wealth Services Professional Job at Traction Forge Financial, Remote

dzFSSi83S2tkYkIzQTBVcE5hT1kraUtheXc9PQ==
  • Traction Forge Financial
  • Remote

Job Description

At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic.

Why Choose This Path?

  • Earn While You Learn: Transition into a high-demand industry with a structured training program.
  • Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream.
  • Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
  • Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.

What You'll Do

  • Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
  • Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
  • Professional Development: Attend structured training sessions to master financial concepts and client relationship management.

Qualifications

  • Ethical Standards: Must be able to pass a standard soft background check.
  • Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
  • Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
  • Communication: You should enjoy talking to people and have a "service-first" attitude.

Job Tags

Remote job, Full time, Part time

Similar Jobs

Medpace, Inc.

Drug Safety Associate (Life Sciences Degrees) Job at Medpace, Inc.

 ...departments and investigative clinical research sites to ensure compliance with safety processes. Qualifications Bachelor's degree in life/health science including, but not limited to, Microbiology, Biology, Pharmaceutical Science, Chemistry, or related field;... 

Atem Corp

Jr .Net Azure Developer Job at Atem Corp

 ...years total experience ~ Strong experience with C# and .NET (Framework/Core) in enterprise applications. ~ Experience with Microsoft Azure, including key services like: ~ Azure App Services, Azure Functions, Azure Storage, Azure Service Bus, Azure Key Vault... 

Covance Inc.

Laboratory Supervisor - Microbiology Job at Covance Inc.

 ...Labcorp is seeking a Lab Supervisor to join our team in San Diego, CA. Work Schedule: 2nd Shift: Monday - Friday 2:00pm - 11:30pm Job Responsibilities Supervise the day to day operations of the Department/Lab Name department Ensure laboratory tests... 

Turner Staffing Group

Haul Truck Driver Job at Turner Staffing Group

 ...Turner Staffing Group Haul Truck Driver You You want to work for a services company that is rapidly changing the way the largest...  ...initiatives concurrently. Responsibilities: Operate and drive heavy haul trucks to transport tons of materials over short... 

Bronxworks

Case Manager 4982 Job at Bronxworks

 ...of licensed behavioral health clinicians registered nurses care managers and peer specialists. RESPONSIBILITIES Independently manage...  ...client care with other service providers; attend regular case conferences with clients and other service providers as required...