Entry-Level Remote Wealth Advisor

GFI Pros; West Valley City (UT); Remote; USD 40,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible schedule

Job summary

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional to work remotely (or hybrid) across the United States. You will help clients with financial planning, education, and goal-setting, building relationships online while training for leadership roles.

The role is commission-based as a 1099 independent contractor, with stock options and profit sharing and the flexibility to set your own hours.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented and the ability to follow up on tasks.
• Work effectively under pressure and maintain a positive attitude.
• Capable of multi-tasking, prioritizing, and managing time efficiently.

Responsibilities

• Build meaningful relationships with clients primarily online.
• Provide financial education and guidance to help clients set and reach goals.
• Identify clients' financial objectives and develop personalized plans.
• Participate in a training program with opportunity for advancement within the company.

Skills

Teamwork

Attention to detail

Working under pressure

Multitasking

Job description

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional to work remotely (or hybrid) across the United States. You will help clients with financial planning, education, and goal-setting, building relationships online while training for leadership roles.

The role is commission-based as a 1099 independent contractor, with stock options and profit sharing and the flexibility to set your own hours.