Remote Financial Professional - Entry to Leadership

GFI Pros; Allentown (Lehigh County); Remote; USD 20.000 - 60.000; Teilzeit

Benefits dieser Stelle

Stock options

Profit sharing

Remote work

Set your own hours

Zusammenfassung

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional. This role primarily serves clients online, delivering financial education and helping clients identify goals and build personalized plans for financial independence.

The position offers remote or hybrid work with flexible hours, initially as a part-time/contracted 1099 role. Compensation is commission-based with potential stock options and profit sharing, and a path to management through internal growth.

Qualifikationen

• Able to work effectively in a team environment.
• Detail-oriented with the ability to follow up on tasks.
• Work effectively under pressure and maintain a positive attitude.
• Capable of multitasking, prioritizing, and managing time efficiently.

Aufgaben

• Interact with clients online to assess goals and educate on financial planning.
• Develop personalized financial plans to help clients achieve objectives.
• Support clients in pursuing financial independence and a better quality of life.
• Participate in training programs and internal advancement opportunities.

Kenntnisse

Teamwork

Detail-oriented

Time management

Pressure handling

Multitasking

Remote work

Jobbeschreibung

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional. This role primarily serves clients online, delivering financial education and helping clients identify goals and build personalized plans for financial independence.

The position offers remote or hybrid work with flexible hours, initially as a part-time/contracted 1099 role. Compensation is commission-based with potential stock options and profit sharing, and a path to management through internal growth.