Remote Wealth Planner – Entry-Level Financial Pro

Global Financial Impact Hiring; Athens (GA); Remote; USD 40,000 - 90,000; Part time

Benefits offered by this job

Stock options

Profit sharing

Remote work

Flexible hours

In-house training

Job summary

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional to work remotely or in a hybrid setup across the United States. You will work with clients online, deliver financial education, identify goals, and develop a personalized plan to help them pursue financial independence and improve quality of life.

This is a contracted 1099 opportunity, commission-based with stock options and profit sharing, offering flexible hours and the possibility to advance to management

Qualifications

• Outstanding communication skills, both verbal & written.
• Able to work effectively in a team environment.
• Detail-oriented with strong follow-up skills.
• Able to manage multiple tasks and priorities under pressure.

Responsibilities

• Build client relationships online and educate on financial concepts.
• Assess client goals and develop personalized plans.
• Support onboarding and participate in ongoing training.

Skills

Communication

Team player

Detail oriented

Multitasking

Time management

Job description

Global Financial Impact (GFI) is hiring for an entry-level Financial Professional to work remotely or in a hybrid setup across the United States. You will work with clients online, deliver financial education, identify goals, and develop a personalized plan to help them pursue financial independence and improve quality of life.

This is a contracted 1099 opportunity, commission-based with stock options and profit sharing, offering flexible hours and the possibility to advance to management