Remote Entry-Level Financial Professional: Wealth Builder

GFI Pros; Pearland (TX); À distance; USD 30 000 - 60 000; Temps partiel

Avantages offerts par ce poste

Stock options

Profit sharing

Remote work

Flexible hours

In-house training

Résumé du poste

Global Financial Impact (GFI) is hiring an entry-level Financial Professional to work with clients online, offering tailored financial plans and education. The role emphasizes relationship-building, goal identification, and helping families achieve financial independence.

We offer remote or hybrid work, a commission-based 1099 contract, and a pathway from training to leadership. Strong teamwork and dedication can lead to advancement within the company.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up skills.
• Capable of multi-tasking and prioritizing tasks.
• Work well under pressure and maintain a positive attitude.

Responsabilités

• Work with clients primarily online, building relationships and providing financial education.
• Identify client goals and develop personalized financial plans.
• Assist clients in pursuing financial independence and better quality of life.

Connaissances

Teamwork

Detail oriented

Time management

Multi-tasking

Pressure handling

Description du poste

Global Financial Impact (GFI) is hiring an entry-level Financial Professional to work with clients online, offering tailored financial plans and education. The role emphasizes relationship-building, goal identification, and helping families achieve financial independence.

We offer remote or hybrid work, a commission-based 1099 contract, and a pathway from training to leadership. Strong teamwork and dedication can lead to advancement within the company.