Remote Entry-Level Financial Professional | Wealth Manager

GFI Pros; Lewisville (TX); Remote; USD 20,000 - 50,000; Full time

Benefits offered by this job

Stock options

Profit sharing

Flexible schedule

Job summary

Global Financial Impact (GFI) is hiring entry-level Financial Professionals to work remotely or in a hybrid setup across the United States. This is a contracted, commission-based 1099 opportunity with stock options and profit sharing, and you can set your own hours.

No direct finance experience is required. You will start in a training program as an entry-level Wealth Manager, with opportunities to advance into management and leadership as you demonstrate dedication and performance.

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 (NO FELONIES).
• Must be able to LEGALLY work in and reside in the UNITED STATES.

Responsibilities

• Work with clients primarily online, building meaningful relationships.
• Provide financial education and identify clients' financial goals.
• Develop personalized financial plans to help clients achieve objectives.
• Participate in a training program with potential for advancement into management.

Skills

Team collaboration

Detail oriented

Follow-up

Multitasking

Time management

Work under pressure

Background check

Legal work status USA

Job description

Global Financial Impact (GFI) is hiring entry-level Financial Professionals to work remotely or in a hybrid setup across the United States. This is a contracted, commission-based 1099 opportunity with stock options and profit sharing, and you can set your own hours.

No direct finance experience is required. You will start in a training program as an entry-level Wealth Manager, with opportunities to advance into management and leadership as you demonstrate dedication and performance.