Remote Entry-Level Wealth Manager: Flexible Hours & Growth

GFI Pros; Warren (MI); Remote; USD 40,000 - 70,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible hours

Job summary

A leading financial services staffing company is seeking a motivated Financial Professional to work remotely or hybrid. This role involves building relationships, providing financial education, and developing personalized financial plans. Ideal candidates should be detail-oriented and dedicated, with the opportunity to grow into management positions. Competitive commission-based compensation and flexible hours offered.

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 relationships and providing financial education.
• Identify clients' financial goals and develop a personalized plan.
• Participate in a training program as an entry-level Wealth Manager.

Skills

Teamwork

Attention to detail

Ability to work under pressure

Multitasking

Job description

A leading financial services staffing company is seeking a motivated Financial Professional to work remotely or hybrid. This role involves building relationships, providing financial education, and developing personalized financial plans. Ideal candidates should be detail-oriented and dedicated, with the opportunity to grow into management positions. Competitive commission-based compensation and flexible hours offered.