Remote Entry-Level Wealth Manager

GFI Pros; Tulsa (OK); Remote; USD 25,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work options

Hybrid options available

Flexible hours

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote work across the United States. This contracted, commission-based 1099 role offers the flexibility to work remotely or in a hybrid setup and the opportunity to grow from within.

Ideal candidates are hard-working, coachable, and ready to train as Wealth Managers with potential for leadership positions. Background checks are required and applicants must reside legally in the United States.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up.
• Capable of multi-tasking, prioritizing, and managing time efficiently.

Responsibilities

• Build relationships with clients primarily online and provide financial education.
• Identify clients' financial goals and develop personalized plans.
• Assist clients in pursuing financial independence and a better quality of life.

Skills

Teamwork

Detail-oriented

Time management

Under pressure

Tools

Online tools

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote work across the United States. This contracted, commission-based 1099 role offers the flexibility to work remotely or in a hybrid setup and the opportunity to grow from within.

Ideal candidates are hard-working, coachable, and ready to train as Wealth Managers with potential for leadership positions. Background checks are required and applicants must reside legally in the United States.