Entry-Level Financial Planning Specialist
Location
United States
Posted
34 days ago
Salary
0
Seniority
Entry Level
No structured requirement data.
Job Description
Entry-Level Financial Planning Specialist
Traction Forge Financial
Role 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 approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner. - Have a conversation about their financial goals and dreams. - Help create a game plan or roadmap to achieve short-term and long-term financial goals. Our financial solutions, products, and services include (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, or you are 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
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Provide hands-on configuration and robust support across multiple Workday Financials modules. • Balance day-to-day production support with long-term project-based enhancements. • Act as a technical consultant to core Finance and Accounting teams. • Independently manage and prioritize a backlog of initiatives. • Leverage Workday reporting to extract and provide critical data-driven insights.
Real Estate Investment Associate
Britannia's Gold LtdSpecialists in the Recovery of Precious Metals from Shipwrecks Across the World
• Source acquisition opportunities against a defined buy box using MLS, off-market channels, and direct outreach • Conduct preliminary property analysis and filter candidates against investment criteria • Initiate and manage seller communications to gather preliminary information, rent rolls, and expense history • Draft letters of intent for principal review and signature • Build and maintain pro formas for acquisition and development projects • Track NOI, DSCR, and returns assumptions across the portfolio • Structure loan terms with lenders and prepare lender packages • Coordinate due diligence, manage third-party reporting timelines, and support closing execution from accepted LOI through funding • Serve as a coordination point between architects, contractors, and vendors across active projects • Track schedules and deliverables; flag issues early • Manage document flow and approvals across active projects • Support day-to-day rental operations including lease tracking and resident communications • Coordinate vendors and triage maintenance issues • Help evaluate and interface with third-party operators • Help design and coordinate community programming and activities for senior residents • Develop resident onboarding materials, community agreements, and engagement touchpoints • Think holistically about what makes a home feel like a community • Help create SOPs, workflows, and playbooks as the portfolio grows • Document what works; identify gaps • Build systems that allow the team to scale without adding complexity
Real Estate Investment Associate
Britannia's Gold LtdSpecialists in the Recovery of Precious Metals from Shipwrecks Across the World
• Source acquisition opportunities against a defined buy box using MLS, off-market channels, and direct outreach • Conduct preliminary property analysis and filter candidates against investment criteria • Initiate and manage seller communications to gather preliminary information, rent rolls, and expense history • Draft letters of intent for principal review and signature • Build and maintain pro formas for acquisition and development projects • Track NOI, DSCR, and returns assumptions across the portfolio • Structure loan terms with lenders and prepare lender packages • Coordinate due diligence, manage third-party reporting timelines, and support closing execution from accepted LOI through funding • Serve as a coordination point between architects, contractors, and vendors across active projects • Track schedules and deliverables; flag issues early • Manage document flow and approvals across active projects • Support day-to-day rental operations including lease tracking and resident communications • Coordinate vendors and triage maintenance issues • Help evaluate and interface with third-party operators • Help design and coordinate community programming and activities for senior residents • Develop resident onboarding materials, community agreements, and engagement touchpoints • Think holistically about what makes a home feel like a community • Help create SOPs, workflows, and playbooks as the portfolio grows • Document what works; identify gaps • Build systems that allow the team to scale without adding complexity
Manager, Financial Reporting
DigitalOceanThe cloud ☁️ of choice for developers, startups, and growing digital businesses around the world.
• Lead the preparation, review, and tie-out of SEC filings (Forms 10-K, 10-Q, 8-K) • Draft new disclosures that are aligned with US GAAP and peers • Prepare financial statements and the statement of cash flows • Project manage quarterly reporting cycle • Liaison with external auditors • Conduct peer disclosure research and draft documentation • Assist with certain monthly Accounting closing procedures • Mentor, coach, and develop junior accounting staff • Continuously optimize SEC reporting processes • Maintain and enhance internal controls • Be an active participant on special projects


