GFI Team Ikigai · 11 hours ago
Senior Associate
United States
Full-time
Remote
New Grad, Entry LevelGFI Team Ikigai is dedicated to empowering families and individuals through financial education and support. As a Senior Associate, you will serve as a liaison for clients, providing guidance on financial matters and helping them achieve their goals through tailored strategies.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life priorities
Become licensed through your state to discuss and provide our products to clients in a compliant manner
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements
Qualification
Required
Ambition & drive to make a positive impact in the community
Customer service and/or management experience
Ability to pass a background check
Ability to pass a state licensing exam, much like a real estate agent exam
Age 18 or older and U.S. citizenship
Computer with a camera
Preferred
Demonstrated experience in serving others as educators, military personnel or public servants
Strong entrepreneurial or leadership focus
Benefits
Study materials and preparation support to pass your exam within 1 week
Remote & hybrid work options
In-house online tools and training
Personalized scheduling to accommodate your lifestyle
Weekly training and coaching by top industry leaders
Company
GFI Team Ikigai
A financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase