Remote Wealth Advisor — Entry-Level, Flexible Hours

GFI Pros; Huntington Beach (CA); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

Job summary

Global Financial Impact (GFI) is seeking entry-level Financial Professionals for remote or hybrid work across the United States. You will engage clients online, provide financial education, and craft personalized plans to help them reach goals.

Training is provided and advancement into leadership roles is possible. This is a commission-based 1099 opportunity with stock options and profit sharing, plus the flexibility to set your own hours and work remotely.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented and able to follow up on tasks.
• Work effectively under pressure and maintain a positive attitude.
• Capable of multitasking, prioritizing and managing time efficiently.
• Remote or hybrid options available; training provided in-house.

Responsibilities

• Work with clients primarily online, building relationships and delivering financial education.
• Identify financial goals and develop personalized plans to help achieve them.
• Assist with onboarding and participate in training for wealth management and leadership roles.

Skills

Teamwork

Attention to detail

Time management

Multitasking

Work under pressure

Job description

Global Financial Impact (GFI) is seeking entry-level Financial Professionals for remote or hybrid work across the United States. You will engage clients online, provide financial education, and craft personalized plans to help them reach goals.

Training is provided and advancement into leadership roles is possible. This is a commission-based 1099 opportunity with stock options and profit sharing, plus the flexibility to set your own hours and work remotely.