Remote Entry-Level Wealth Manager

GFI Pros; Enterprise (NV); Remote; USD 20,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

Job summary

Global Financial Impact is seeking an entry-level Financial Professional to work remotely with clients across the United States. The role emphasizes building relationships, delivering financial education, and creating personalized financial plans.

We offer a part-time to full-time path as a commission-based 1099 contractor, with stock options, profit sharing, and the flexibility to work remotely and set your own hours.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up on tasks.
• Ability to work under pressure with a positive attitude.
• Capable of multitasking, prioritizing, and managing time efficiently.

Responsibilities

• Work with clients online, building meaningful relationships and providing financial education.
• Identify clients' financial goals and develop personalized plans to help achieve them.
• Participate in a training program and progress toward leadership positions.

Skills

Teamwork

Detail-oriented

Ability to work under pressure

Time management

Job description

Global Financial Impact is seeking an entry-level Financial Professional to work remotely with clients across the United States. The role emphasizes building relationships, delivering financial education, and creating personalized financial plans.

We offer a part-time to full-time path as a commission-based 1099 contractor, with stock options, profit sharing, and the flexibility to work remotely and set your own hours.