Entry-Level Financial Professional

Job not on LinkedIn

🔥 2 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Global Financial Integrity

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2006

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

Global Financial Integrity is a financial agency dedicated to helping individuals and families secure their financial future while driving positive change in their lives and the world. With a focus on financial education, expert guidance, and customized wealth-building strategies, GFI empowers people to take ownership of their finances and make meaningful impacts through their wealth. The agency also emphasizes the importance of transforming financial assets into lasting legacies that benefit not only the individual but also their communities and global causes.

📋 Description

• Work with clients primarily online • Build meaningful client relationships • Provide financial education • Identify clients' financial goals • Develop personalized financial plans to help clients achieve their objectives • Help families pursue financial independence and improve quality of life • Complete training and develop toward management and leadership positions • Participate in introductory phone calls and subsequent selection/onboarding steps

🎯 Requirements

• Must live and work in the United States • Must be able to legally work in and reside in the United States • Must pass a background check with no felonies • Outstanding verbal and written communication skills • Ability to work effectively in a team environment • Detail-oriented with ability to follow up on tasks • Ability to work effectively under pressure while maintaining a positive attitude • Capable of multitasking, prioritizing, and managing time efficiently • Willingness to begin an entry-level Wealth Manager training program • No direct finance experience necessary

🏖️ Benefits

• Commission-based 1099 independent contractor opportunity • Stock options • Profit sharing • Flexible remote work • Set your own hours • Online tools and training provided in-house • Ability to work part-time with transition to full-time • Opportunities for development into management and leadership positions