Entry-Level Financial Consultant

GFI - San Diego - Trinh

Entry-Level Financial Consultant

Remote,
Full Time
Paid
  • Responsibilities

    We are currently looking for inspired and enthusiastic individuals who want to create a better life for themselves and break free from the typical realm of poor work-life balance. This is a commission-based 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 only looking for individuals who are hard-working, highly coachable, communicative, willing to begin a training program as an entry-level Financial Consultant, and enthusiastic about a career in the financial industry as a team leader or agency owner (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! Job Types: Full-time, Part-time Expected hours: No less than 5 hours per week Compensation Package: • Bonus opportunities • Commission pay • Profit sharing Responsibilities: As a Financial Professional/Consultant, you are responsible to work directly with clients, build meaningful relationships, and assist them in: • Financial education: You'll help clients understand the basic concepts of finance. • Identify their financial goals: Most people don't have a goal; but as a financial professional, it is our responsibility to help them realize the importance of setting a realistic goal. • Develop a personalized plan: You will use your analysis skills to create a well-rounded plan customized to their financial situation. • With your product knowledge, the last step is to recommend financial services and programs to help the clients achieve their objectives. Qualifications: • Outstanding communication skills, both verbal and written. • Able to collaborate and contribute 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 have a working laptop | 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. Compensation: $50,000 at plan commission

    • As a Financial Professional/Consultant, you are responsible to work directly with clients, build meaningful relationships, and assist them in: • Financial education: You'll help clients understand the basic concepts of finance. • Identify their financial goals: Most people don't have a goal; but as a financial professional, it is our responsibility to help them realize the importance of setting a realistic goal. • Develop a personalized plan: You will use your analysis skills to create a well-rounded plan customized to their financial situation. • With your product knowledge, the last step is to recommend financial services and programs to help the clients achieve their objectives.

  • Compensation
    $50,000 per year