Remote Wealth Builder: Entry-Level Financial Pro

GFI Pros; Lakeland (FL); Remote; USD 25,000 - 60,000; Full time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Set your own hours

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work with clients online, delivering financial education and creating personalized plans to reach goals. This remote or hybrid role offers part-time to full-time opportunities with a commission-based 1099 structure and potential stock options and profit sharing.

No direct finance experience is required, as a training program is provided.

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

• Work with clients primarily online, building meaningful relationships.
• Provide financial education to clients.
• Identify clients' financial goals and develop personalized plans.
• Support clients through onboarding and consistency in follow-up.

Skills

Teamwork

Detail-oriented

Time management

Multi-tasking

Pressure handling

Positive attitude

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work with clients online, delivering financial education and creating personalized plans to reach goals. This remote or hybrid role offers part-time to full-time opportunities with a commission-based 1099 structure and potential stock options and profit sharing.

No direct finance experience is required, as a training program is provided.