Remote Wealth Manager - Entry-Level, Commission

GFI Pros; Santa Clara (CA); Hybrid; USD 30,000 - 52,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible schedule

Remote work

Job summary

Global Financial Impact (GFI) is hiring entry-level Financial Professionals to work remotely with clients online, offering training and growth opportunities from within. This role starts part-time with the potential to transition to full-time and is paid as a commission-based 1099 independent contractor, with stock options and profit sharing.

You can set your own hours and work remotely across the United States.

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

• As a Financial Professional, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives.
• Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones.

Skills

Teamwork

Detail-oriented

Follow up on tasks

Work under pressure

Multi-tasking

Job description

Global Financial Impact (GFI) is hiring entry-level Financial Professionals to work remotely with clients online, offering training and growth opportunities from within. This role starts part-time with the potential to transition to full-time and is paid as a commission-based 1099 independent contractor, with stock options and profit sharing.

You can set your own hours and work remotely across the United States.