Wealth Manager - Entry-Level - Remote
Job Description:
• Entry-Level Wealth Manager role primarily serving clients online
• Focus on building relationships, providing financial education, and developing personalized plans
• Opportunity to transition from part-time to full-time
• Training program available for those with no finance experience
• Promotion from within for management and leadership positions
Requirements:
• Outstanding communication skills, both verbal & written
• Able to work effectively in a team environment
• Detail-oriented and 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 pass a background check (NO FELONIES)
• Must be able to LEGALLY work in and reside in the UNITED STATES
Benefits:
• Commission-based 1099 independent contractor opportunity
• Generous compensation structure including stock options and profit sharing
• Flexibility to work remotely and set your own hours
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