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Role Overview:

  • Serve as an entry-level financial planning counselor.
  • Engage with individuals, families, and business owners to assess financial needs.
  • Deliver a complimentary financial plan using resources from top-rated Fortune 500 companies.

Training and Development:

  • Participate in an in-depth training program to become a licensed financial professional.
  • Learn to have meaningful conversations about financial goals and aspirations.
  • Develop skills to advance into management and leadership positions.

Work Environment:

  • Enjoy a remote position based in Atlanta.
  • Benefit from a flexible schedule available for part-time or full-time commitment.
  • Join a company that values an educational over transactional approach to finances.

Traction Forge Financial

Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.

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