Remote Entry-Level Wealth Manager

GFI Pros; Fairfield (CA); Remote; USD 30,000 - 75,000; Part time

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote or hybrid work in the United States. The role is part-time with potential to transition to full-time and is a commission-based 1099 contractor position, with stock options and profit sharing.

You will work with clients online, delivering financial education and personalized plans to help achieve goals. Training is provided in-house, with opportunities for advancement into management and leadership roles as

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented with 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.
• Remote & Hybrid Options Available; online tools and training provided in-house.
• Must pass a background check.
• Must be legally able to work in and reside in the United States.

Responsibilities

• Build online client relationships and provide financial education.
• Identify client goals and develop personalized financial plans.
• Assist clients remotely while adhering to company processes and compliance.

Skills

Team collaboration

Detail orientation

Multitasking

Pressure management

Remote & Hybrid readiness

Background check compliance

US work eligibility

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote or hybrid work in the United States. The role is part-time with potential to transition to full-time and is a commission-based 1099 contractor position, with stock options and profit sharing.

You will work with clients online, delivering financial education and personalized plans to help achieve goals. Training is provided in-house, with opportunities for advancement into management and leadership roles as