Remote Entry-Level Financial Pro | Commission-Based

GFI Pros; Oakland (CA); Remote; Part time

Job summary

A financial services staffing company is seeking an Entry-Level Financial Professional for a remote opportunity. This position involves working with clients online, providing financial education, and helping them achieve their financial goals. Ideal candidates are detail-oriented and possess teamwork skills. This is a commission-based role with flexible hours and the potential for training in management positions.

Qualifications

• Willing to begin a training program as an entry-level Wealth Manager.
• Capable of multi-tasking and prioritizing tasks.
• Must pass a background check.

Responsibilities

• Work with clients online and provide financial education.
• Identify client financial goals and develop personalized plans.
• Build meaningful client relationships.

Skills

Teamwork

Detail-oriented

Pressure management

Time management

Job description

A financial services staffing company is seeking an Entry-Level Financial Professional for a remote opportunity. This position involves working with clients online, providing financial education, and helping them achieve their financial goals. Ideal candidates are detail-oriented and possess teamwork skills. This is a commission-based role with flexible hours and the potential for training in management positions.