Remote Wealth Advisor - Entry Level

GFI Pros; Elk Grove (CA); Remote; USD 40,000 - 70,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote (or hybrid) work across the United States. This contracted, commission-based 1099 role offers stock options, profit sharing, and the flexibility to set your own hours while you train toward leadership.

Ideal candidates are hardworking, coachable, and willing to start in a training program to grow into management positions within the company.

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

• Interact with clients primarily online, building relationships and providing financial education.
• Identify clients' financial goals and develop personalized plans to reach them.
• Support clients in pursuing financial independence and improving quality of life.

Skills

Teamwork

Detail-oriented

Multi-tasking

Time management

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional for remote (or hybrid) work across the United States. This contracted, commission-based 1099 role offers stock options, profit sharing, and the flexibility to set your own hours while you train toward leadership.

Ideal candidates are hardworking, coachable, and willing to start in a training program to grow into management positions within the company.