Entry-Level Investment & Protection Advisor (Remote)

Traction Forge Financial

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New Haven, CT Until 9/21/2026 0+ years exp First posted July 23, 2026 Last posted July 23, 2026
Job description

At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

• Retirement Planning
• Wealth Accumulation Strategies
• College Planning
• Investments
• Insurance and Protection Solutions
• Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


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

About this role

Summary

Assist clients with financial plans, educate on investments, insurance, and strategies.

Job title

Entry-Level Investment & Protection Advisor (Remote)

Experience level

entry level

Minimum experience

0+ years exp

Industry

finance

Location requirements

Remote work allowed; based in New Haven, CT

Salary

Not specified

Management role

No

Skills & keywords

Required skills

age 18+US resident or work permitSSNable to complete licensing within 14 days

Preferred skills

None specified

Specializations

retirement planningwealth strategiesinvestmentsinsurancefinancial planning
Locations

Structured locations inferred from the posting.

New Haven, CT, USA

Remote City