Entry-Level - REMOTE - Wealth Manager (part-time/ full-time)

GFI Pros; United States; Remote; USD 40,000 - 70,000; Part time

Benefits offered by this job

Commission-based compensation structure

Stock options

Profit sharing

Flexible hours

Online tools and training provided

Job summary

A leading financial brokerage is seeking an entry-level Wealth Manager to work remotely across the United States. This role provides an opportunity for professionals to build relationships, educate clients on financial matters, and develop personalized financial plans. Flexibility to work around commitments is prioritized, with potential for transition from part-time to full-time positions. No prior finance experience is required, though hard work and dedication are essential.

Qualifications

• Hard-working individuals dedicated to a career in finance.
• Must pass a background check (NO FELONIES).
• Must be able to LEGALLY work in the UNITED STATES.

Responsibilities

• Build meaningful relationships with clients primarily online.
• Provide financial education and identify clients' financial goals.
• Develop personalized plans to help clients achieve their objectives.

Skills

Outstanding communication skills

Ability to work effectively in a team environment

Detail-oriented

Work effectively under pressure

Capable of multi-tasking

Job description

Job Openings Entry-Level - REMOTE - Wealth Manager (part-time/ full-time)

About the job

About Us: https://globalfinancialimpact.com

Thank you for your interest in becoming a financial professional with our firm, Global Financial Impact (GFI). We are the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference.

As a Wealth Manager, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones.

We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission‑based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing along with the flexibility to work remotely and set your own hours. This allows you to work around your existing commitments and responsibilities.

Although no direct experience in finance is necessary, we are looking for individuals who are hard‑working, dedicated, and willing to begin a training program as an entry‑level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people's lives!

Qualifications

• Outstanding communication skills, both verbal & written
• 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
• Both Remote & Hybrid Options Available | Online tools and training are provided in house.
• Must pass a background check (NO FELONIES)
• Must be able to LEGALLY work in and reside in the UNITED STATES

If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process!

All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.