Remote Wealth Advisor - Entry-Level, Flexible Hours

GFI Pros; Lakewood (CO); Remote; USD 20,000 - 40,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

In-house training

Job summary

Global Financial Impact (GFI) is hiring an entry-level Financial Professional to work remotely across the United States. The role is part-time with transition to full-time and is commission-based as a 1099 contractor, offering stock options and profit sharing.

You will manage online client relationships and participate in training that enables growth into leadership roles. The position emphasizes financial education, goal identification, and personalized planning to help clients achieve

Qualifications

• Must be able to legally work in the United States.
• Willing to begin training as an entry-level Wealth Manager.
• No direct experience in finance required.
• Commission-based 1099 independent contractor arrangement.

Responsibilities

• Work with clients primarily online, building meaningful relationships.
• Provide financial education and identify clients' financial goals.
• Develop personalized plans to help clients achieve objectives.
• Participate in training and processes that support advancement to leadership roles.

Skills

Teamwork

Detail-oriented

Work under pressure

Multitasking

Remote work awareness

Job description

Global Financial Impact (GFI) is hiring an entry-level Financial Professional to work remotely across the United States. The role is part-time with transition to full-time and is commission-based as a 1099 contractor, offering stock options and profit sharing.

You will manage online client relationships and participate in training that enables growth into leadership roles. The position emphasizes financial education, goal identification, and personalized planning to help clients achieve