Entry-Level Financial Planning Counselor (Remote) - Atlanta

Traction Forge Financial

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Houston, TX Until 9/21/2026 0+ years exp First posted July 23, 2026 Last posted July 23, 2026
Job description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for someone who isn't afraid of hard-work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potentially to develop into management and leadership positions long-term.

There is no experience needed for this position, but a life insurance license is welcomed. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and aspirations, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (includes but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.



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 - 21 days

About this role

Summary

Help clients achieve financial goals through planning, products, and services; no experience needed

Job title

Entry-Level Financial Planning Counselor

Experience level

entry level

Minimum experience

0+ years exp

Industry

financial services

Location requirements

Remote work allowed, based in Houston, TX, with travel possible

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationcustomer servicelicensingfinancial knowledge

Preferred skills

life insurance license

Specializations

financial planninginsuranceretirement planningwealth accumulationinvestment
Locations

Structured locations inferred from the posting.

Houston, TX, USA

Remote City