Licensed Financial Professional - PT/FT

GFI Team Ikigai; United States; Remote; USD 25,000 - 55,000; Part time

Benefits offered by this job

Flexible scheduling

Remote work

Job summary

A financial consultancy is seeking a Licensed Financial Professional to join their remote team. This part-time role aims to make a positive impact on communities by addressing financial illiteracy. Candidates should possess strong leadership qualities and a desire to help others. Comprehensive training and a supportive environment are provided, emphasizing personal and professional growth. Ideal for those with backgrounds in education, coaching, or management.

Qualifications

• Must be 18 years or older.
• Strong work ethic and integrity required.
• Backgrounds in education, coaching, military, or as an elite athlete are preferred.

Responsibilities

• Serve as a key contact and liaison for clients.
• Develop customized financial plans tailored to clients' needs.
• Lead Associates share knowledge and strategies related to financial topics.

Skills

Customer service

Leadership

Management

Entrepreneurial spirit

Self-motivation

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from GFI Team Ikigai

Licensed Financial Professional | Leadership Coach

Now seeking an ambitious & driven individual to step into a part-time role as a Licensed Financial Professional. We are looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve one of the world's most pressing issues – financial illiteracy.

We pride ourselves on a commitment to excellence reflected in all aspects of our work. This position is 100% remote and provides online tools and in-house training to support your success. Whether licensed for 6 weeks or 6 years, we offer a growth-oriented environment. You must have a strong work ethic, leadership qualities, integrity, perseverance, a desire to grow, and an entrepreneurial spirit.

If your qualifications align with the position, we will contact you with the next steps in the selection process.

• Customer service, leadership, and management backgrounds are preferred
• Must pass a background check
• 18 years or older
• Training and coaching included
• Personally customized scheduling
• Entrepreneurially-minded and self-motivated
• Backgrounds in education, coaching, military, or as an elite athlete are a great fit
• Must have drive, passion, and a desire to help people

Every candidate is evaluated holistically; there are no automatic disqualifiers.

As a Licensed Financial Professional, you will serve as a key contact and liaison for clients, ensuring their satisfaction. You will interact regularly with clients and associates, providing support in a timely, professional, and courteous manner.

Lead Associates share financial knowledge, education, and strategies related to investments, insurance, retirement, savings, and estate planning to help clients and business owners progress financially.

You will develop customized financial plans tailored to clients' needs and goals, helping them understand their financial situation and advising on improvements—from budgeting and debt reduction to investing and retirement planning.

You will work creatively and collaboratively with a team of like-minded individuals passionate about making a difference. Your ideas and contributions will be valued, and you will have opportunities for personal and professional growth.

Advancement and compensation are scalable based on individual career goals.

Training is provided in both group and individual settings. Our education-focused system, along with experienced mentors, will support your success.

We accommodate those seeking full-time careers or part-time income opportunities. Our goal is to support your career growth and personal goals.

We aim to make financial independence and security accessible to a diverse range of backgrounds.

Let's build an army of educators!

Note: We do not handle data entry, marketing, analyst roles, sales reps, or telemarketing. We do not cold call or go door-to-door.

If you have questions, please reach out. We look forward to reviewing your application!

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Finance and Sales

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