REMOTE - Entry-Level - Financial Professional

GFI Pros

Fairfield (CA)

Remote

USD 30,000 - 75,000

Part time

14 days+
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Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote or hybrid work in the United States. The role is part-time with potential to transition to full-time and is a commission-based 1099 contractor position, with stock options and profit sharing.

You will work with clients online, delivering financial education and personalized plans to help achieve goals. Training is provided in-house, with opportunities for advancement into management and leadership roles as

Qualifications

  • Able to work effectively in a team environment.
  • Detail-oriented with 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.
  • Remote & Hybrid Options Available; online tools and training provided in-house.
  • Must pass a background check.
  • Must be legally able to work in and reside in the United States.

Responsibilities

  • Build online client relationships and provide financial education.
  • Identify client goals and develop personalized financial plans.
  • Assist clients remotely while adhering to company processes and compliance.

Skills

Team collaboration
Detail orientation
Multitasking
Pressure management
Remote & Hybrid readiness
Background check compliance
US work eligibility

Job description

About the job REMOTE - Entry-Level - Financial Professional

***ATTENTION ***

This is for a REMOTE or HYBRIDpart-time/full-time opportunity

You MUSTlive and work in the United States to be considered for this opportunity

PLEASE do NOT apply for this opportunityif you do NOT live and work in the United States

This is also a CONTRACTED opportunity and is not an hourly position

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). 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 contractoropportunity 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

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