Part time financial associate needed

Team GFI

United States

Remote

USD 65,000 - 85,000

Part time

14 days+

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Job summary

An innovative firm is seeking driven individuals to join their remote team, focusing on tackling financial illiteracy. This role offers the chance to make a significant impact in communities by guiding clients through their financial journeys. With flexible scheduling and comprehensive training provided, candidates from diverse backgrounds, including coaching, military, or elite athletics, are encouraged to apply. The company values creativity and collaboration, providing a supportive environment for personal and professional growth. Embrace this opportunity to help others achieve financial independence and security while advancing your career in a meaningful way.

Qualifications

Strong work ethic, integrity, and desire to grow are essential.
Customer service and leadership experience preferred.

Responsibilities

Serve as a key contact for clients, ensuring satisfaction.
Develop customized financial plans to meet client needs.

Skills

Customer service

Leadership

Management

Entrepreneurial mindset

Self-motivation

Education

High school diploma or equivalent

Military background

Coaching experience

Elite athlete background

Job description

Now seeking a few ambitious & driven individuals to step into a part time or full time role. 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.

This position is 100% remote and provides the online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to on-boarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit above all else.

If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.

Minimum Requirements

Customer service, leadership and management backgrounds are preferred
Must pass a background check
18 Years or older
Training/Coaching included
Personally customized scheduling
Financial skills/knowledge not required
Entrepreneurially-minded + self-motivated
Education/Coaching/Military/Elite Athlete backgrounds are a great fit!
Must have a drive, passion and desire to help people!

As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.

You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.

You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.

Advancement & Compensation are scalable based on personalized individual career goals!

Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!

We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

Job Details

Base pay range: $65,000.00/yr - $85,000.00/yr

Seniority level