Remote Financial Planning Architect

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

Benefits offered by this job

Flexible schedule

Remote position

Comprehensive training

Commission-based earning

Job summary

Join GFI-Team Ikigai as a part-time Financial Planning Specialist and help combat financial illiteracy! Focused on designing strategic financial plans, you will deliver outstanding service and guide teams towards achieving their financial goals. This role offers a fully remote setup, allowing for a flexible schedule.

You must be a U.S. citizen, at least 18 years old, and ready to obtain your Life Producer license rapidly. Enjoy uncapped earning potential, comprehensive training, and a chance to innovate in the financial landscape!

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Willingness to undergo a background check.
• Ability to attain Life Producer license within 2 weeks.

Responsibilities

• Design precise financial plans for client projects.
• Provide strategic financial support and service.
• Guide teams on financial goal setting and resource management.
• Craft customized project plans with timeline development.
• Identify efficiencies and improvements in processes.

Skills

Strategic financial communication

Leadership

Customer service

Entrepreneurial spirit

Job description

Join GFI-Team Ikigai as a part-time Financial Planning Specialist and help combat financial illiteracy! Focused on designing strategic financial plans, you will deliver outstanding service and guide teams towards achieving their financial goals. This role offers a fully remote setup, allowing for a flexible schedule.

You must be a U.S. citizen, at least 18 years old, and ready to obtain your Life Producer license rapidly. Enjoy uncapped earning potential, comprehensive training, and a chance to innovate in the financial landscape!