REMOTE - Entry-Level - Financial Professional

GFI Pros; Lancaster (CA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexibility to set your own hours

Commission-based compensation

Stock options and profit sharing

In-house training provided

Job summary

A financial services staffing company is hiring a Financial Professional for a remote opportunity, ideal for dedicated individuals. This part-time position can transition to full time and offers a commission-based structure with generous compensation including stock options. The role involves building client relationships and providing financial education, with training provided for entry-level Wealth Managers. Must reside in the U.S. and have a clean background. Flexibility to work remotely and set your own hours is available.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented and able to follow up on tasks.
• Capable of multi-tasking and managing time efficiently.
• Must pass a background check.
• Must pass a background check (NO FELONIES).
• Must be able to legally work in and reside in the United States.

Responsibilities

• Build meaningful relationships with clients online.
• Provide financial education and support.
• Identify financial goals and develop personalized plans.

Skills

Teamwork

Detail-oriented

Time management

Positive attitude

Ability to work under pressure

Legal work in US

Job description

About the job REMOTE - Entry-Level - Financial Professional

***ATTENTION ***

---This is for a REMOTE or HYBRID part‑time/full‑time opportunity

---You MUST live and work in the United States to be considered for this opportunity

---PLEASE do NOT apply for this opportunity if 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 and are hiring for roles with Global Financial Impact (GFI). Thank you for your interest in becoming a financial professional with GFI. GFI is the fastest‑growing financial brokerage in the industry and is onboarding remotely across the US. At GFI, we not only build wealth but also transform 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 those goals. 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, profit sharing, and 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 hard‑working, dedicated individuals who are willing to begin a training program as an entry‑level Wealth Manager and 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.

QUALIFICATIONS

• Able to work effectively in a team environment
• Detail‑oriented and able to follow up on tasks
• Capable of working effectively under pressure and maintaining 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

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

If your qualifications seem like a strong fit for the position, we will reach out 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 is a mutual fit prior to any Zoom interviews and/or onboarding steps.