Remote Financial Professional - Entry-Level Wealth Manager

GFI Pros; Stamford (TX); Remote; USD 30,000 - 60,000; Full time

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote work, with part-time or full-time options. This contracted 1099 role offers commission-based earnings, with opportunities for stock options and profit sharing, and the flexibility to set your own hours.

As a Financial Professional, you will engage clients online, provide financial education, identify goals, and develop personalized plans to improve quality of life for clients and their families.

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

Responsibilities

• Work with clients primarily online, building meaningful relationships and providing financial education
• Identify clients' financial goals and develop personalized plans to help achieve them
• Engage in ongoing coaching and support to help clients pursue financial independence
• Participate in training programs with opportunities for advancement within the organization

Skills

Teamwork

Attention to detail

Pressure tolerance

Multitasking

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote work, with part-time or full-time options. This contracted 1099 role offers commission-based earnings, with opportunities for stock options and profit sharing, and the flexibility to set your own hours.

As a Financial Professional, you will engage clients online, provide financial education, identify goals, and develop personalized plans to improve quality of life for clients and their families.