Entry-Level Financial Planning & Wellness Professional(Remote)

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At Traction Forge Financial, leveraging the strength of GFI, we are passionate about helping individuals and families create stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to everyone, regardless of background or experience.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.

We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.

No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:

• Conduct financial consultations
• Identify client goals and financial needs
• Build personalized financial strategies
• Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions
• Develop leadership and relationship-building skills

Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.

If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.


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


Remote

Skills:
Academic Advice, Business Development, Business Skills, Communication Skills, Customer Support/Service, Customer Training, Finance, Financial Literacy, Financial Planning, Financial Services, Financial Strategy, Fortune 500 Customers, Futures, Insurance, Leadership, Legal, Licensing, Mentoring, Retirement Planning, Set Goals, Training Program, United States Citizen


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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...