Wealth Manager - Entry-Level - Remote

Posted 2025-04-22
Remote, USA Full-time Immediate Start

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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