Remote Financial Professional | Entry-Level Wealth Manager

Global Financial Impact Hiring; Lewisville (TX); Remote; USD 40,000 - 70,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible remote work

Set your own hours

Job summary

Global Financial Impact (GFI) is looking for entry-level Financial Professionals to work with clients online, offering remote or hybrid arrangements. This role is part-time with the potential to transition to full-time and is governed by a commission-based 1099 contract model.

No prior finance experience is required; training is provided to develop into management positions. Stock options and profit sharing accompany the compensation, with the freedom to set your own hours.

Qualifications

• Outstanding communication skills, both verbal and written.
• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up capabilities.
• Capable of multitasking, prioritizing, and time management.
• Must pass a background check and be legally eligible to work in the United States.

Responsibilities

• Work with clients online to build meaningful relationships and provide financial education.
• Develop personalized plans to help clients pursue their financial goals.
• Participate in a training program to grow into management and leadership roles.
• Adhere to compliance requirements and maintain professional standards.

Skills

Outstanding communication

Teamwork

Detail-oriented

Time management

Multitasking

Legally eligible to work in US

Job description

Global Financial Impact (GFI) is looking for entry-level Financial Professionals to work with clients online, offering remote or hybrid arrangements. This role is part-time with the potential to transition to full-time and is governed by a commission-based 1099 contract model.

No prior finance experience is required; training is provided to develop into management positions. Stock options and profit sharing accompany the compensation, with the freedom to set your own hours.