Entry-Level Financial Wealth Advisor (Remote) - Toledo

Traction Forge Financial • Remote (Remote, Oregon, United States) • $0 / year • 16h ago

Traction Forge Financial,

powered by the strength of

Global Financial Impact (GFI)

, is expanding throughout Ohio and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping individuals and families create stronger financial futures.

This opportunity is ideal for individuals seeking professional growth, flexible income potential, and the ability to make a meaningful impact within their local communities. No prior financial services experience is required. We provide training, mentorship, and support throughout the licensing process. Responsibilities

Educate clients on retirement, wealth protection, and financial strategies

Conduct financial needs analyses

Help develop personalized financial game plans

Build long-term relationships with clients and families

Utilize virtual and digital platforms to support client needs

Participate in ongoing training and professional development

Ideal Candidates

Motivated and self-driven

Strong communicators who enjoy helping people

Entrepreneurial and growth-minded

Coachable and team-oriented

Willing to obtain financial licensing

Backgrounds in hospitality, customer service, leadership, sales, business, or finance are helpful, but not required. What We Offer

Flexible remote work environment

Comprehensive training and mentorship

Leadership and advancement opportunities

Supportive team culture

Opportunity to build a long-term professional career while serving families across Ohio

Qualifications

Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN

Life Insurance License preferred Willingness to obtain licensing within 14 days if not currently licensed

Soft background check required