Remote Wealth Manager (Entry-Level) - Grow into Leadership

GFI Pros; Moreno Valley (CA); Hybrid; USD 30,000 - 60,000; Full time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

Job summary

Global Financial Impact (GFI) is recruiting for entry-level Financial Professionals to work remotely or in a hybrid setup across the United States. The role is part-time with a path to full-time, offered as a commission-based 1099 independent contractor position with stock options and profit sharing.

Ideal candidates are hardworking, coachable, and willing to complete in-house training to grow into management and leadership roles. Background checks are required and legal US work is mandatory.

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.
• Must pass a background check (NO FELONIES).
• Must be able to legally work in and reside in the United States.

Responsibilities

• Interact with clients online to build meaningful relationships.
• Provide financial education and guidance tailored to individual goals.
• Identify client financial objectives and develop personalized plans to achieve them.
• Participate in a training program with opportunities for advancement within the company.

Skills

Teamwork

Attention to detail

Time management

Multitasking

Background check

Legal work in US

Job description

Global Financial Impact (GFI) is recruiting for entry-level Financial Professionals to work remotely or in a hybrid setup across the United States. The role is part-time with a path to full-time, offered as a commission-based 1099 independent contractor position with stock options and profit sharing.

Ideal candidates are hardworking, coachable, and willing to complete in-house training to grow into management and leadership roles. Background checks are required and legal US work is mandatory.