Remote Entry-Level Financial Pro | Commission-Based

GFI Pros

Boston (MA)

Hybrid

USD 25,000 - 60,000

Part time

14 days+

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Benefits offered by this job

Flexible hours
Commission-based compensation
Stock options
Profit sharing
Remote training provided

Job summary

A financial services staffing company is seeking entry-level Financial Professionals to work remotely. This role involves building client relationships, providing financial education, and developing personalized financial plans. Candidates should be dedicated and willing to undergo a training program. The position offers a commission-based structure with flexible hours, ideal for those looking to make a difference in financial well-being.

Qualifications

  • Ability to work effectively in a team environment.
  • Detail-oriented with 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.
  • Must pass a background check (NO FELONIES).
  • Must be able to LEGALLY work in and reside in the UNITED STATES.

Responsibilities

  • Work with clients online, building relationships and providing financial education.
  • Identify clients' financial goals and develop personalized plans.
  • Participate in a training program as an entry-level Wealth Manager.

Skills

Teamwork
Detail-oriented
Positive attitude
Multi-tasking
Time management

Job description

A financial services staffing company is seeking entry-level Financial Professionals to work remotely. This role involves building client relationships, providing financial education, and developing personalized financial plans. Candidates should be dedicated and willing to undergo a training program. The position offers a commission-based structure with flexible hours, ideal for those looking to make a difference in financial well-being.
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