Remote Entry-Level Financial Pro | Commission-Based

GFI Pros; San Jose (CA); Remote; USD 25,000 - 45,000; Part time

Benefits offered by this job

Flexibility to set your own hours

Commission-based pay

Stock options and profit sharing

Job summary

A financial services staffing company seeks Entry-Level Financial Professionals for a remote opportunity. You'll work online with clients to provide financial education and develop strategies for achieving their financial goals. Although no prior experience is needed, dedication and a willingness to learn are essential. This is a flexible commission-based position that allows for part-time or full-time work.

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

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

Skills

Teamwork

Detail-oriented

Positive attitude under pressure

Multi-tasking

Time management

Job description

A financial services staffing company seeks Entry-Level Financial Professionals for a remote opportunity. You'll work online with clients to provide financial education and develop strategies for achieving their financial goals. Although no prior experience is needed, dedication and a willingness to learn are essential. This is a flexible commission-based position that allows for part-time or full-time work.