Remote Entry-Level Financial Pro | Commission-Based

GFI Pros; Oceanside (CA); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible hours

Job summary

A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely with clients. Responsibilities include building relationships, providing financial education, and developing personalized plans. This commission-based role offers the flexibility to set your own hours. Candidates should be dedicated, hard-working, and ready to begin training, and must be able to work legally in the United States.

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.
• Must pass a background check (NO FELONIES).
• Must be able to LEGALLY work in and reside in the UNITED STATES.

Responsibilities

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

Skills

Teamwork

Detail-oriented

Ability to follow up

Work under pressure

Multi-tasking

Time management

Job description

A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely with clients. Responsibilities include building relationships, providing financial education, and developing personalized plans. This commission-based role offers the flexibility to set your own hours. Candidates should be dedicated, hard-working, and ready to begin training, and must be able to work legally in the United States.