Remote Wealth Manager - Entry Level Trainee

GFI Pros; San Bernardino (CA); Hybrid; USD 25,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

Job summary

Global Financial Impact (GFI) invites you to join as a Financial Professional. This entry-level role is remote or hybrid, part-time with potential to transition to full-time, offering a commission-based 1099 contract with stock options and profit sharing.

You will engage clients online, deliver financial education, and craft personalized plans to help pursue financial independence while balancing commitments.

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

• Work with clients primarily online, building meaningful relationships.
• Provide financial education and develop personalized plans for clients.
• Identify financial goals and help clients achieve their objectives.
• Participate in a training program to grow into management and leadership roles.
• Join a commission-based 1099 independent contractor opportunity with flexibility to work remotely and set hours.

Skills

Teamwork

Detail-oriented

Time management

Multi-tasking

Pressure tolerance

Job description

Global Financial Impact (GFI) invites you to join as a Financial Professional. This entry-level role is remote or hybrid, part-time with potential to transition to full-time, offering a commission-based 1099 contract with stock options and profit sharing.

You will engage clients online, deliver financial education, and craft personalized plans to help pursue financial independence while balancing commitments.