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Financial Services & Investment Professional; Remote - Baltimore, MD; Remote

Remote / Online - Candidates ideally in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listing for: Traction Forge Financial
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-06-27
Job specializations:
  • Business
    Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Financial Services & Investment Professional (Remote) - Baltimore, MD (Remote)

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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