Financial Services Professional

Wealth Building; Memphis (TN); Remote; USD 36,000 - 125,000; Full time

Job summary

An innovative firm dedicated to empowering individuals and organizations is seeking motivated Financial Services Professionals. This fully remote role offers the chance to guide clients in financial planning, retirement strategies, and asset protection. With a focus on building a community of passionate professionals, the position is ideal for career changers, entrepreneurs, and those seeking flexible income opportunities. Enjoy unlimited earning potential and the support of a dedicated Field Trainer while working towards financial independence. Join a transformative mission to help families achieve their financial destinies and make a positive impact in their communities.

Benefits

Unlimited earning potential

Performance-based world trips

Agency ownership opportunities

Daily training support

Qualifications

• No previous experience required; training provided remotely.
• Must pass a background check and obtain a SSN.

Responsibilities

• Guide clients towards financial goals and secure their financial future.
• Assist clients with protecting assets and creating generational income.

Skills

Financial Planning

Finance Management

Retirement Planning

Effective Communication

Entrepreneur Mindset

Self-Motivated

Coachable

Education

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Bachelor's Degree in Business

Job description

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Pay found in job post

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Base pay range

$36,000.00/yr - $125,000.00/yr

Company Description

Wealth Building is partnered with GFI Global Financial Impact, a platform dedicated to empowering individuals and organizations to achieve financial independence and make positive changes in their lives and communities. Our vision is to help 100 million families gain control over their financial destinies and become millionaires. We are building a community of passionate financial professionals who are committed to making a difference and transforming the financial landscape. We are seeking highly motivated, coachable, capable and committed business partners to partner with us.

Role Description

This is a fully remote full-time or part-time role for a Financial Services Professional. The role involves financial planning, finance management, retirement planning, effective communication, and delivering financial services to clients. The Financial Services Professional will be responsible for guiding individuals and organizations towards their financial goals and helping them secure their financial future. This role is great for career changers, entrepreneurs wanting to add another flow of income, retirees, part-timers, stay-at-home parents, college degree holders, college students, gig workers, and truck drivers. This is a 1099 position.

Qualifications

• Financial Planning, Finance, and Retirement Planning skills
• Communication skills to effectively interact with clients
• Experience in financial services industry (optional)
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or related field (optional)
• Entrepreneur mindset
• Self-motivated
• Be coachable

Experience

No previous experience required, training is provided. All training is remote via Zoom. If you have experience, this will be a benefit to your journey with us as it helps move things quicker. It also helps if you have the following experience:

• Leadership/Managerial
• Entrepreneur
• Gig worker
• Sales
• Banking
• Accounting
• Customer Service
• Public Speaking

Opportunity Description

• Assist clients with protecting assets/funds
• Create a FNA (Financial Needs Analysis) for each client
• Create and build generational income
• Educate clients on building and securing wealth
• Debt management
• Estate planning
• Index strategies
• Unlimited earning potential with multiple ways to get paid
• Own your book of business, Agency ownership, and beneficiary to your business and agency
• Advancement opportunities
• Performance-based world trips for those who qualify

Work Schedule

10 hrs a week at least (varies on individual)
Fully remote - all trainings and meetings are done via Zoom
You are assigned a Field Trainer to assist you along your journey to entrepreneurship
Daily training to assist with creating a successful business

Requirements

• Must pass a background check (No felonies)
• Must have or able to obtain a SSN
• Must reside in the US, Puerto Rico or Canada during the initial process
• Must be 18+yrs
• Laptop/computer with camera
• Distraction-free space
• $199 for background check and licensing (opportunity to have refunded back during Sept.)

Job Type

Full time, part-time, remote

Salary

Ranges from $36,000-$125,000 per year (1099 production based)

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales