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Entrylevel Financial Professional Jobs in Kansas

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Entrylevel Financial Professional information

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

AspectEntrylevel Financial ProfessionalFinancial Advisor
CertificationsMay require Series 6 or 7, depending on roleOften requires Series 7, 66, or CFP certification
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Job FocusSupporting financial planning, sales, client serviceProviding comprehensive financial planning and advice

Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.

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Entrylevel Financial Professional jobs near you
Infographic showing various Entrylevel Financial Professional job openings in Kansas as of June 2026, with employment types broken down into 43% Full Time, and 57% Part Time. Highlights an 100% Remote job distribution.

Entry-Level Financial Planning Specialist (Remote) - Wichita

Wichita, KS • On-site, Remote

Traction Forge Financial
See more jobs at Traction Forge Financialexternal

Part-time

Retirement

Posted 20 days ago

Job 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 with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (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

Employment Type: PART_TIME

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