Part-Time Remote Financial Planning Strategist

GFI-Team Ikigai; Aurora (CO); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible schedule

Comprehensive training

Commission-based earnings

Job summary

GFI-Team Ikigai in Aurora, Colorado, seeks a part-time Financial Planning Specialist to design financial plans and provide strategic support. In this remote role, you will tailor financial projects to meet clients' needs and help achieve their goals with precision.

The ideal candidate will possess strong communication skills, a background in leadership or customer service, and be ready to obtain a Life Producer license. Join us to make a difference in financial literacy!

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Willing to pass a background check.
• Must obtain Life Producer license within 2 weeks.
• Experience in leadership or customer service is a plus.

Responsibilities

• Design efficient financial plans for various client projects.
• Provide strategic financial support to teams and associates.
• Guide teams in financial goal setting and resource management.
• Identify and implement efficiency improvements.
• Craft customized financial project plans.

Skills

Strategic financial communication

Leadership abilities

Customer service experience

Project management

Education

Life Producer license

Job description

GFI-Team Ikigai in Aurora, Colorado, seeks a part-time Financial Planning Specialist to design financial plans and provide strategic support. In this remote role, you will tailor financial projects to meet clients' needs and help achieve their goals with precision.

The ideal candidate will possess strong communication skills, a background in leadership or customer service, and be ready to obtain a Life Producer license. Join us to make a difference in financial literacy!