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Legacy Planning Associate (Remote)

Traction Forge Financial • Part-time • Remote (Bowie, Maryland, United States) • $0 / year • 3h ago

At

Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for

ambitious, people-oriented individuals

to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path?

Earn While You Learn:

Transition into a high-demand industry with a structured training program. Total Flexibility:

Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. Leadership Track:

We prioritize internal promotion. This role is designed to evolve into management and agency leadership. Purpose-Driven Work:

You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do

Consult & Educate:

Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." Strategic Planning:

Build customized roadmaps using our suite of wealth accumulation and insurance solutions. Professional Development:

Attend structured training sessions to master financial concepts and client relationship management. Qualifications

Ethical Standards:

Must be able to pass a standard soft background check. Legal Standing:

Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. Growth Mindset:

Ability to complete state licensing requirements within

14 days

(we provide the guidance). Communication:

You should enjoy talking to people and have a "service-first" attitude.

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