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are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate...
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Entry-Level - REMOTE - Wealth Manager

San Jose | www.resume-library.com |
About Us

Thank you for your interest in becoming a financial professional with our firm, Global Financial Impact (GFI). We are the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality.
Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference.

As a Wealth Manager, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones.

We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission-based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing along with the flexibility to work remotely and set your own hours.
This allows you to work around your existing commitments and responsibilities.

Although no direct experience in finance is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level Wealth Manager and to develop into management and leadership positions (because we only promote from within).
If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people's lives!

QUALIFICATIONS:

Outstanding communication skills, both verbal & written

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

Both Remote & Hybrid Options Available | Online tools and training are provided in-house.

Must pass a background check (NO FELONIES)

Must be able to LEGALLY work in and reside in the UNITED STATES

If your qualifications seem like a strong fit for the position, we will reach out to you to provide

information on the next steps in the Selection Process!

All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.