What are the responsibilities and job description for the Entry Level Financial Professional position at Forte Legacy Group?
Forte Legacy Group is a rapidly growing, nationwide financial services firm partnered with some of the most respected providers in the industry. We're seeking driven, coachable professionals who are ready to take their career to the next level in a high-performance environment. This is a fully remote opportunity with flexible options for full-time, part-time, or referral-based work, ideal for professionals looking to build a meaningful career helping individuals, families, and business owners achieve long-term financial security.
What We're Looking For:
- Motivated, disciplined individuals who are serious about building a professional career
- Strong communicators with a growth mindset and high personal standards
- Professionals who value autonomy, flexibility, and purpose-driven work
- Willingness to complete the licensing process and engage in ongoing training
What You'll Be Doing:
- Meet with clients (virtually or in-person) to assess financial goals and recommend customized solutions
- Use our proven systems and support tools to deliver high-quality service and build trust
- Learn and apply concepts in wealth protection, tax-advantaged growth strategies, retirement planning, estate planning, and life insurance.
- Collaborate with experienced mentors to grow your skillset and impact
- Utilize our weekly trainings with the company to increase your knowledge, skillset, and experience in the financial industry
What We Offer:
- Flexible schedule
- Remote-first model: all meetings and trainings can be conducted via Zoom
- Performance-based compensation
- Direct mentorship and team support, personalized coaching and business development resources
- Access to industry-leading tools, training, and ongoing education
Qualifications:
- Must be at least 18 years old (federally required)
- Must live in the U.S. and be eligible to work here
- Must be able to pass a background check
- Must be willing to obtain a Life & Health Insurance License within 30 days (we provide guidance and support through the process if not licensed already)
This is a professional career opportunity. If you're driven, coachable, and ready to grow, you'll find strong mentorship, real support, and meaningful impact here. Join us as a Financial Professional where you can make a significant impact on clients' lives by guiding them through their financial journeys. Your expertise will be valued as we work together to create a successful financial future.