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Entrylevel Financial Coach Jobs in Connecticut (NOW HIRING)

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High self-motivation with a passion for winning and achieving financial goals. * Strong ... Coachable, resilient, and eager to pick up new skill sets in sales and management. * Professional ...

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High self-motivation with a passion for winning and achieving financial goals. * Strong ... Coachable, resilient, and eager to pick up new skill sets in sales and management. * Professional ...

New

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Entrylevel Financial Coach information

What is the difference between Entrylevel Financial Coach vs Financial Advisor?

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Connecticut? For Entrylevel Financial Coach jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Coach jobs in Connecticut look for? The top searched job categories for Entrylevel Financial Coach jobs in Connecticut are:
What cities in Connecticut are hiring for Entrylevel Financial Coach jobs? Cities in Connecticut with the most Entrylevel Financial Coach job openings:

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT โ€ข Remote

$81K - $108K/yr

Part-time

Re-posted 23 days ago


Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), 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

Employment Type: PART_TIME