Remote Client Advisor - Flexible Schedule & Growth

GFI-Team Ikigai; Lexington (KY); Remote; USD 42,000 - 66,000; Full time

Job summary

GFI-Team Ikigai seeks a Remote Client Specialist to be the primary contact for clients, guiding them through financial concepts and personalized planning. This role is fully remote with flexible scheduling and structured training to develop leadership and client-service skills.

You will collaborate with a team of professionals to deliver budgeting, debt reduction, and savings strategies, while building a growing portfolio of satisfied clients across the country.

Responsibilities

• Serve as trusted client contact, responding to questions in a timely, professional, and courteous manner.
• Guide clients through understanding their current financial situation and help clarify goals and priorities.
• Collaborate with associates to provide financial education and strategies related to budgeting, debt reduction, investments, insurance-based protection, retirement, savings, and estate planning.
• Support clients in building and following customized financial plans, checking in regularly to stay on track and adjust as needed.
• Work closely with a team of professionals, contributing to a growth-oriented culture.

Job description

GFI-Team Ikigai seeks a Remote Client Specialist to be the primary contact for clients, guiding them through financial concepts and personalized planning. This role is fully remote with flexible scheduling and structured training to develop leadership and client-service skills.

You will collaborate with a team of professionals to deliver budgeting, debt reduction, and savings strategies, while building a growing portfolio of satisfied clients across the country.