Remote Financial Professional — Entry-Level Wealth Manager

GFI Pros; San Antonio (TX); Hybrid; USD 30,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work flexibility

Set your own hours

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to help clients online, building relationships and providing financial education.

This remote or hybrid role can be part-time or full-time, with a commission-based 1099 contractor arrangement and opportunities for stock options and profit sharing.

No prior finance experience is required; training is provided, and there is potential to advance into management as you help families achieve financial goals.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented and able to follow up on tasks.
• Work effectively under pressure with a positive attitude.
• Capable of multitasking, prioritizing, and managing time efficiently.
• Must pass a background check.
• Must legally work in and reside in the United States.

Responsibilities

• Build meaningful relationships with clients primarily online.
• Provide financial education and guidance to clients.
• Identify clients' financial goals and develop personalized plans to achieve them.
• Help families pursue financial independence and improve quality of life.

Skills

Teamwork

Attention to detail

Pressure handling

Multitasking

US work eligibility

Background check

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to help clients online, building relationships and providing financial education.

This remote or hybrid role can be part-time or full-time, with a commission-based 1099 contractor arrangement and opportunities for stock options and profit sharing.

No prior finance experience is required; training is provided, and there is potential to advance into management as you help families achieve financial goals.