Job Description
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 Apply tot his job
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