Remote Wealth Manager — Entry Level

GFI Pros; Stamford (CT); Remote; USD 40,000 - 80,000; Part time

Benefits offered by this job

Remote work

Flexible hours

Stock options

Profit sharing

Job summary

Global Financial Impact (GFI) is hiring an entry-level Financial Professional for remote or hybrid work across the United States. The position is contract-based (1099) with commission, stock options, and profit sharing.

Training is provided and advancement to leadership roles is possible. The role focuses on online client interactions, financial education, and creating personalized plans to reach financial goals.

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
• Remote & Hybrid options available; online tools and training provided

Responsibilities

• Work with clients primarily online, building meaningful relationships
• Provide financial education to clients
• Develop personalized financial plans to help clients achieve objectives
• Support clients in pursuing financial independence and better quality of life

Skills

Teamwork

Detail-oriented

Multi-tasking

Time management

Positive attitude

Job description

Global Financial Impact (GFI) is hiring an entry-level Financial Professional for remote or hybrid work across the United States. The position is contract-based (1099) with commission, stock options, and profit sharing.

Training is provided and advancement to leadership roles is possible. The role focuses on online client interactions, financial education, and creating personalized plans to reach financial goals.