Entry-Level Financial Planning Coach

Traction Forge Financial

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Cleveland, OH Until 8/22/2026 First posted March 27, 2026 Last posted March 27, 2026
Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is aggressively expanding across Ohio and looking for driven, competitive individuals ready to build a serious career—not just take a job.

If you’re hungry, coachable, and want control over your income and growth, this is your opportunity to step into the financial services industry and make an immediate impact.

No experience? Not a problem. We provide the training, mentorship, and licensing support—you bring the work ethic.

What You’ll Do

  • Take ownership of your client base and build real relationships
  • Educate clients on retirement, protection, and wealth strategies
  • Conduct financial needs analyses and deliver personalized solutions
  • Leverage digital tools to grow and manage your business
  • Continuously sharpen your skills through training and mentorship

Who This Is For

  • Self-starters who don’t need to be micromanaged
  • Competitive individuals who want to win—personally and financially
  • Strong communicators who can connect and influence
  • Growth-minded professionals ready to level up
  • Individuals willing to get licensed and take this seriously

If you’re comfortable staying average, this isn’t for you.

What You Get

  • Unlimited income potential tied to your effort
  • Flexible, remote work with full control of your schedule
  • Proven training system and hands-on mentorship
  • Clear path to leadership and business ownership
  • The chance to build something that actually matters

Requirements

  • Must be a Legal U.S. Resident, Citizen, or have a valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain within 14-21 days if not currently licensed
  • Soft background check required

If you’re looking for a comfortable job, keep scrolling.
If you’re ready to build something real—this is where it starts.

About this role

Summary

Build client relationships, educate on financial strategies, leverage digital tools, grow business.

Job title

Entry-Level Financial Planning Coach

Experience level

entry level

Industry

financial services

Location requirements

remote work allowed, based in Cleveland, OH

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationclient managementself-motivated

Preferred skills

life insurance license

Specializations

retirementwealth strategiesfinancial needs analysisdigital tools
Locations

Structured locations inferred from the posting.

Cleveland, OH, USA

Remote City