Global Financial Impact ยท 7 hours ago
Financial Planning Associate
United States
Part-time
Remote
New Grad, Entry LevelGlobal Financial Impact is seeking an ambitious and driven individual to step into a part-time role as a Financial Planning Associate. In this role, you will serve as a key contact for clients, providing support and developing customized financial plans to help them achieve their financial goals.
Responsibilities
Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates providing support needed in a timely, professional and courteous manner
Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning
Develop customized financial plans that fit clients' unique needs and goals
Help clients understand their financial situation and provide expert advice on improving it
Guide clients through budgeting, debt reduction, investing, and retirement planning
Think creatively and work collaboratively with a team of like-minded individuals
Contribute ideas and solutions to help clients progress financially
Qualification
Required
Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!
Preferred
Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military/Elite Athlete backgrounds are a great fit!
Financial skills/knowledge not required
Entrepreneurial-minded + self-motivated
Leadership development
Benefits
Training/Coaching included
Personally customized scheduling
Leadership development
Company
Global Financial Impact
GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase