Entry-Level Financial Strategy Planner (Remote) - KC

At Traction Forge Financial, leveraging the strength of GFI, we are committed to helping individuals, families, and small business owners across Missouri build stronger financial futures through education, personalized guidance, and long-term financial strategies. We believe financial education should be accessible to everyone, and our mission is to empower people from all backgrounds to make informed financial decisions with confidence.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we are able to provide complimentary financial consultations designed to help clients better understand their financial position and create a roadmap toward their goals.

As we continue expanding throughout Missouri, we are seeking motivated, coachable, and community-minded individuals interested in building a meaningful career in the financial services industry. This opportunity is ideal for those who enjoy helping others, value personal and professional growth, and are looking for an opportunity with leadership and advancement potential.

No prior financial industry experience is required.

Our comprehensive training and mentorship program is designed to help you develop the knowledge, communication skills, and confidence needed to work with individuals, families, and business owners throughout your local community. You will learn how to:

• Conduct professional financial consultations
• Build personalized financial strategies and game plans
• Educate clients on retirement planning, wealth accumulation, investments, college planning, and insurance solutions
• Develop long-term client relationships built on trust and service
• Grow leadership and business development skills

Whether you are looking to transition into a new full-time career, earn supplemental income on a flexible schedule, or build valuable financial and leadership experience, Traction Forge Financial provides ongoing mentorship, professional development, and opportunities for long-term growth.

If you are driven, people-focused, and passionate about making a positive impact in your community, we invite you to explore a future with Traction Forge Financial in Missouri.

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 days