REMOTE - Entry-Level - Financial Professional

GFI Pros; Charlotte (NC); Remote; USD 30,000 - 70,000; Part time

Job summary

A staffing company for financial services is seeking entry-level financial professionals to work remotely. This commission-based role offers flexibility and the opportunity to transition to full-time. No direct finance experience required, but candidates must be hardworking and dedicated. Responsibilities include building client relationships and providing financial education. Join a company focused on making a difference in people's lives.

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.

Responsibilities

• Work with clients online, building relationships and providing financial education.
• Identify clients' financial goals and develop personalized plans.
• Help families pursue financial independence.

Skills

Teamwork

Attention to detail

Positive attitude under pressure

Time management

Job description

Charlotte, North Carolina, United States

About the job REMOTE - Entry-Level - Financial Professional

We are a financial services staffing company now hiring for opportunities with Global Financial Impact (GFI).

Thank you for your interest in becoming a financial professional with Global Financial Impact. GFI is the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference. WATCH THIS VIDEO

As a Financial Professional, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most, creating a better quality of life for themselves and their loved ones.

We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission-based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing, along with the flexibility to work remotely and set your own hours. This allows you to work around your existing commitments and responsibilities.

Although no direct experience in finance is necessary, we are looking for individuals who are hard‑working, dedicated, and willing to begin a training program as an entry‑level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people’s lives!

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

Both Remote & Hybrid Options Available | Online tools and training are provided in-house.

Must pass a background check (NO FELONIES)

Must be able to LEGALLY work in and reside in the UNITED STATES

If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process!

All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.