Licensed Financial Consultant

Global Financial Impact; Baltimore (MD); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in the financial sector is seeking a Licensed Financial Consultant to join their team remotely. This full-time role involves providing expert financial advice and developing personalized plans for clients to help them achieve their financial objectives. With a mission to empower families towards financial independence, you will play a crucial role in guiding clients through their financial decisions and ensuring they are informed about their options.

Qualifications

• Proficiency in Financial Planning and Retirement Planning required.
• Relevant certifications or licenses in finance necessary.
• Experience in client management and financial consulting is important.

Responsibilities

• Develop personalized financial plans for clients to achieve their financial goals.
• Conduct investment research and provide retirement planning advice.
• Analyze financial data and inform clients about options and strategies.

Skills

Financial Planning

Retirement Planning

Investments

Analytical Skills

Interpersonal Skills

Communication Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Job description

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Company Description

Global Financial Impact (GFI) is a platform dedicated to connecting individuals and organizations with the resources and expertise needed to unlock their financial potential. Our mission is to empower 100 million families to achieve financial independence and gain control over their financial destinies. GFI aims to support individuals in building a prosperous future by equipping them with essential financial skills and resources. By joining our agency, you become part of a movement committed to helping families secure their financial future and achieve their dreams.

Role Description

This is a full-time remote role for a Licensed Financial Consultant. The Licensed Financial Consultant will be responsible for providing financial advice and planning services to clients, helping them achieve their financial goals. Day-to-day tasks include developing personalized financial plans, conducting investment research, offering retirement planning advice, analyzing financial data, and ensuring clients are informed about their financial options and strategies.

Qualifications

• Proficiency in Financial Planning and Retirement Planning
• Strong understanding of Investments and Finance
• Excellent Analytical Skills
• Relevant certifications or licenses in the field of finance
• Excellent interpersonal and communication skills
• Ability to work independently and remotely
• Bachelor’s degree in Finance, Economics, or a related field
• Experience in client management and financial consulting

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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