Remote Financial Professional — Entry-Level Wealth Planner

Global Financial Impact Hiring; Elizabeth (NJ); Remote; USD 30,000 - 75,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to operate remotely or in a hybrid setting across the United States. You will engage clients online, educate on financial concepts, identify goals, and craft personalized plans aimed at improving clients’ financial lives.

The role is commission-based on a 1099 contract basis with stock options, profit sharing, and the flexibility to set your own hours.

Qualifications

• Outstanding communication skills, both verbal & written.
• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up on tasks.
• Ability to work well under pressure and maintain a positive attitude.
• Capable of multi-tasking, prioritizing, and time management.

Responsibilities

• Build meaningful relationships with clients primarily online.
• Provide financial education and guidance to clients.
• Identify client goals and develop personalized financial plans.
• Assist clients in pursuing financial independence and better quality of life.

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to operate remotely or in a hybrid setting across the United States. You will engage clients online, educate on financial concepts, identify goals, and craft personalized plans aimed at improving clients’ financial lives.

The role is commission-based on a 1099 contract basis with stock options, profit sharing, and the flexibility to set your own hours.