Remote Financial Literacy Advisor

GFI Ikigai; College Park (MD); On-site; Part time

Job summary

GFI Ikigai is seeking a driven part-time Lead Associate to help make a positive impact in communities through financial literacy. This 100% remote role involves liaising with clients to ensure their satisfaction, developing customized financial plans, and sharing financial strategies. No prior financial experience is required, making it an excellent opportunity for those with customer service or leadership backgrounds looking to grow in a supportive environment.

Qualifications

• Preferred backgrounds in customer service, leadership, and management.
• Must pass a background check.
• 18 years or older, U.S. citizen.
• No financial skills/knowledge required.
• Must have a drive, passion, and desire to help people.

Responsibilities

• Serve as a key contact and liaison for clients to ensure satisfaction.
• Share financial knowledge and strategies to help clients progress financially.
• Develop customized financial plans based on clients' unique needs.

Skills

Customer service

Leadership

Management

Entrepreneurial mindset

Job description

GFI Ikigai is seeking a driven part-time Lead Associate to help make a positive impact in communities through financial literacy. This 100% remote role involves liaising with clients to ensure their satisfaction, developing customized financial plans, and sharing financial strategies. No prior financial experience is required, making it an excellent opportunity for those with customer service or leadership backgrounds looking to grow in a supportive environment.