Entry-level - Remote - Wealth Manager - San Francisco, United States - Global Financial Impact

Global Financial Impact

Verified Company

San Francisco, United States

4 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

About Us

At Global Financial Impact, were not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality.

Whether youre 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 position with a generous compensation structure which 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.

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. 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