Entry-Level Financial Consultant Job at GFI - San Diego - Trinh, Remote

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  • GFI - San Diego - Trinh
  • Remote

Job Description

Are you seeking an opportunity to transform your life and escape the confines of a traditional work-life balance? Join us as an Entry-Level Financial Consultant and unlock a world of possibilities. This position offers a commission-based structure with enticing perks such as stock options and profit sharing. Enjoy the freedom to work remotely and set your own schedule, accommodating your current commitments and lifestyle. While previous finance experience is not mandatory, we are in search of individuals who embody qualities such as diligence, adaptability, strong communication skills, and a readiness to embark on a training journey to become a Financial Consultant. If you possess a passion for the financial sector and aspire to grow into a leadership role or even an agency owner, we encourage you to apply, as we prioritize internal promotions. If you are a dedicated candidate eager to establish a fulfilling career in finance, we are excited to connect with you. Join us in our mission to impact lives and make a difference! Job Details: Types of Employment: Full-time, Part-time Expected Weekly Hours: Minimum of 5 hours Compensation Package Includes:

  • Bonus incentives
  • Commission-based earnings
  • Profit-sharing benefits
Preferred locations: CA, CT, MD, VA, TX, OH, and GA 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. About Company: We are now onboarding candidates for opportunities with the fastest-growing financial firm in the industry. At GFI, we understand how difficult it is to achieve the financial freedom and independence that everyone deserves. With the mission to inspire families to dream again, we strive to help clients understand their own financial situation, identify their goals, and implement a plan to help them get to where they want to be. With access to hundreds of financial services and programs, we are the pioneer of holistic approaches to financial solutions, helping the average, hard-working Americans achieve financial independence and freedom. Whether they are six-figure earners with some saving plans or only started in their wealth-building journey, our responsibility as professionals is to maximize their potential through asset protection plans, personalized saving and wealth accumulation strategies, well-rounded retirement plans, estate/legacy plans, etc.

Job Tags

Full time, Part time, Remote job,

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