Remote Entry-Level Financial Pro | Commission-Based

GFI Pros; The Woodlands (TX); Remote; USD 25,000 - 50,000; Part time

Benefits offered by this job

Flexible hours

Stock options

Profit sharing

Job summary

A financial services staffing company is seeking a remote part-time Financial Professional to work with clients online, providing financial education and personalized plans. This commission-based contract position offers flexibility, with the potential for full-time work. No direct finance experience is required, but candidates must be dedicated and willing to engage in training for managerial roles.

Qualifications

• Willing to begin a training program as an entry-level Wealth Manager.
• Must pass a background check (NO FELONIES).
• Must be able to work legally in the United States.

Responsibilities

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

Skills

Teamwork

Attention to detail

Ability to work under pressure

Time management

Job description

A financial services staffing company is seeking a remote part-time Financial Professional to work with clients online, providing financial education and personalized plans. This commission-based contract position offers flexibility, with the potential for full-time work. No direct finance experience is required, but candidates must be dedicated and willing to engage in training for managerial roles.