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Responsibilities:
- Sit down with clients to discuss financial goals.
- Develop financial plans to help clients achieve their goals.
- Provide financial solutions, products, and services.
Qualifications:
- Must be 18 years of age or older.
- Must be a legal U.S. resident, citizen, or have a work permit with SSN.
- Must be able to complete licensing requirements within 14 days.
Training Program:
- Learn the educational approach to finances.
- Learn how to create a financial roadmap.
- Learn about retirement planning, wealth accumulation, and investments.
Traction Forge Financial
Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.