Remote Entry-Level Financial Professional (Wealth Growth)

GFI Pros; Omaha (NE); Remote; USD 30,000 - 80,000; Full time

Benefits offered by this job

Stock options

Profit sharing

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work remotely or in a hybrid setup, primarily online with clients. You will educate clients on financial concepts, identify their goals, and design personalized plans to help them achieve financial independence.

The role offers contracted, commission-based compensation with the flexibility to set your own hours and potential transitions from part-time to full-time, along with stock options and profit sharing.

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
• Must pass a background check
• 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.

Responsibilities

• Work with clients primarily online, building meaningful relationships and providing financial education.
• Identify clients’ financial goals and develop personalized plans to help them achieve objectives.
• Support clients through onboarding, training, and ongoing guidance as they pursue financial independence.

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work remotely or in a hybrid setup, primarily online with clients. You will educate clients on financial concepts, identify their goals, and design personalized plans to help them achieve financial independence.

The role offers contracted, commission-based compensation with the flexibility to set your own hours and potential transitions from part-time to full-time, along with stock options and profit sharing.