Remote Wealth Manager – Entry Level

GFI Pros; Miami (FL); Remote; USD 25,000 - 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 a remote entry-level Financial Professional to engage clients online, educate them on financial planning, and help them align goals with personalized strategies. The role offers remote or hybrid work, with part-time hours and a commission-based 1099 structure including stock options and profit sharing.

Successful candidates will join a training program designed to develop the skills needed to advance into management and leadership roles within a

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
• Both Remote & Hybrid Options Available | Online tools and training are provided in-house.
• Must pass a background check (NO FELONIES)
• Must be able to LEGALLY work in and reside in the UNITED STATES

Responsibilities

• Build client relationships online and provide financial education.
• Identify clients' financial goals and develop personalized plans.
• Support and service clients remotely with emphasis on compliance.
• Participate in a training program to develop into leadership roles.

Skills

Teamwork

Detail-oriented

Time management

Multi-tasking

Remote work

Job description

Global Financial Impact (GFI) is seeking a remote entry-level Financial Professional to engage clients online, educate them on financial planning, and help them align goals with personalized strategies. The role offers remote or hybrid work, with part-time hours and a commission-based 1099 structure including stock options and profit sharing.

Successful candidates will join a training program designed to develop the skills needed to advance into management and leadership roles within a