Remote Wealth Manager - Entry Level (Commission)

GFI Pros; Cambridge (MA); Remote; USD 30,000 - 70,000; Part time

Job summary

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work remotely, with the option for hybrid arrangements across the United States. You will engage clients online, educate on financial concepts, identify goals, and craft personalized plans to help clients reach their objectives.

The role offers a part-time to full-time, commission-based 1099 contractor structure with stock options and profit sharing. Training is provided as you progress toward leadership positions.

Qualifications

• Ability to work effectively in a team environment.
• Detail-oriented with the ability to follow up on tasks.
• Works well under pressure and maintains a positive attitude.
• Capable of multi-tasking, prioritizing, and managing time efficiently.
• Remote & Hybrid options available; training provided in-house.

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.

Skills

Teamwork

Detail-oriented

Time management

Multitasking

Remote work ready

Job description

Global Financial Impact (GFI) is seeking an entry-level Financial Professional to work remotely, with the option for hybrid arrangements across the United States. You will engage clients online, educate on financial concepts, identify goals, and craft personalized plans to help clients reach their objectives.

The role offers a part-time to full-time, commission-based 1099 contractor structure with stock options and profit sharing. Training is provided as you progress toward leadership positions.