Financial Wellness Advisor

gfimpact; Phoenix (AZ); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

In-house training

Advancement opportunities

Part-time option

Job summary

gfimpact is seeking individuals to join our client-facing financial advisory team. You will work as a liaison for clients and associates, delivering professional support and essential financial guidance.

Training is provided in-house to develop your expertise and confidence. As you grow, you will contribute to developing personalized financial plans, guiding clients through budgeting, debt reduction, investments, and retirement planning.

Qualifications

• No prior financial work experience required; in-house training provided.
• Holistic candidate evaluation; no automatic disqualifiers.
• Advancement and compensation scalable based on goals and performance.

Responsibilities

• Serve as key contact and liaison for clients and associates.
• Develop customized financial plans and provide guidance on budgeting, investing, and retirement.
• Explain financial situations and advise on strategies to improve outcomes.
• Collaborate with team to grow professionally and achieve business goals.

Skills

Customer service

Leadership

Management

Communication

Job description

gfimpact is seeking individuals to join our client-facing financial advisory team. You will work as a liaison for clients and associates, delivering professional support and essential financial guidance.

Training is provided in-house to develop your expertise and confidence. As you grow, you will contribute to developing personalized financial plans, guiding clients through budgeting, debt reduction, investments, and retirement planning.