Remote Wealth Manager (Entry Level) — Commission & Growth

GFI Pros; Vancouver (WA); Hybrid; USD 40,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Job summary

Global Financial Impact (GFI) is actively seeking an entry-level Financial Professional for remote or hybrid work within the United States. This is a part-time or full-time, 1099 contracted role with a commission-based compensation structure, plus stock options and profit sharing.

As a Financial Professional, you will engage clients online, build meaningful relationships, provide financial education, identify goals, and craft personalized plans to help families enhance financial independence and

Qualifications

• No direct finance experience required.
• Must pass a background check (NO FELONIES).
• Must be legally eligible to work in the United States.
• Part-time with potential to transition to full-time.
• Remote or hybrid work options available.

Responsibilities

• Work with clients primarily online, building relationships.
• Provide financial education and identify client goals.
• Develop personalized plans to achieve objectives.
• Engage in ongoing client support and follow-up.

Skills

Teamwork

Detail-oriented

Work under pressure

Multi-tasking

Time management

Job description

Global Financial Impact (GFI) is actively seeking an entry-level Financial Professional for remote or hybrid work within the United States. This is a part-time or full-time, 1099 contracted role with a commission-based compensation structure, plus stock options and profit sharing.

As a Financial Professional, you will engage clients online, build meaningful relationships, provide financial education, identify goals, and craft personalized plans to help families enhance financial independence and