Remote Wealth Manager – Entry Level, Flexible Hours

GFI Pros; Surprise (AZ); Remote; USD 30,000 - 80,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Flexible working hours

Job summary

A financial services staffing company is seeking remote entry-level Financial Professionals in the United States. Responsibilities include building relationships with clients online, providing financial education, and developing personalized plans. This commission-based 1099 independent contractor role offers flexibility to work remotely and set your own hours. The ideal candidate is dedicated, detail-oriented, and eager to learn, with opportunities for advancement into management roles.

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented with the ability to follow up on tasks.
• Capable of handling pressure while staying positive.
• Must be able to legally work in and reside in the United States.

Responsibilities

• Work with clients online, building relationships and providing financial education.
• Identify clients' financial goals and develop personalized plans.
• Participate in the training program as an entry-level Wealth Manager.

Skills

Teamwork

Detail-oriented

Positive attitude under pressure

Time management

Multi-tasking

Job description

A financial services staffing company is seeking remote entry-level Financial Professionals in the United States. Responsibilities include building relationships with clients online, providing financial education, and developing personalized plans. This commission-based 1099 independent contractor role offers flexibility to work remotely and set your own hours. The ideal candidate is dedicated, detail-oriented, and eager to learn, with opportunities for advancement into management roles.