GFI A-Team · 17 hours ago
Finance Associate
United States
Part-time
Remote
New Grad, Entry LevelGFI A-Team is seeking an ambitious and driven individual for a part-time role as a Finance Associate. The role focuses on helping clients develop customized financial plans and providing support to ensure their satisfaction while promoting financial literacy in communities.
Management Consulting
No H1B
U.S. Citizen Only
Responsibilities
Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates on an ongoing basis, 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
Work with clients to develop customized financial plans that fit their unique needs and goals
Help clients understand their financial situation and provide expert advice on how to improve it
Guide and support clients from budgeting and debt reduction to investing and retirement planning
Think creatively and work collaboratively with a team of like-minded individuals
Contribute ideas and solutions that will be valued and recognized
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!
Entrepreneurially-minded + self-motivated
Benefits
Training/Coaching included
Personally customized scheduling
Leadership development
Company
GFI A-Team
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase