Remote Entry-Level Financial Pro | Commission-Based

GFI Pros; Stockton (CA); Hybrid; USD 40,000 - 80,000; Part time

Job summary

A financial services staffing company is seeking motivated individuals for a remote Financial Professional position. This role allows you to work with clients online, providing financial education and developing personalized plans. Ideal candidates are hard-working, detail-oriented, and ready to start in an entry-level Wealth Manager training program. This position offers flexible hours, commission-based pay with options for stock and profit sharing.

Qualifications

• No direct experience in finance necessary.
• Hard-working and dedicated individuals preferred.
• Willingness to begin a training program as an entry-level Wealth Manager.

Responsibilities

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

Skills

Teamwork

Detail-oriented

Ability to work under pressure

Multi-tasking

Prioritization

Time management

Job description

A financial services staffing company is seeking motivated individuals for a remote Financial Professional position. This role allows you to work with clients online, providing financial education and developing personalized plans. Ideal candidates are hard-working, detail-oriented, and ready to start in an entry-level Wealth Manager training program. This position offers flexible hours, commission-based pay with options for stock and profit sharing.