Remote Wealth Manager - Entry-Level with Growth Path

GFI Pros; Cape Coral (FL); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Job summary

Global Financial Impact is seeking an entry-level Financial Professional for remote or hybrid work in the United States. You will engage clients online, provide financial education, and design personalized plans to help them reach their goals.

The role is commission-based as a 1099 contractor with stock options and profit sharing, with potential to transition to full-time. No prior finance experience is required.

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.
• Remote & Hybrid options available; online tools/training provided in-house.
• Must pass a background check (NO FELONIES).
• Must be able to legally work in and reside in the United States.

Responsibilities

• Build online client relationships and provide financial education.
• Identify client goals and develop personalized financial plans to help achieve objectives.

Skills

Teamwork

Detail oriented

Pressure handling

Time management

Job description

Global Financial Impact is seeking an entry-level Financial Professional for remote or hybrid work in the United States. You will engage clients online, provide financial education, and design personalized plans to help them reach their goals.

The role is commission-based as a 1099 contractor with stock options and profit sharing, with potential to transition to full-time. No prior finance experience is required.