Remote Part-Time Lead Associate - Financial Planning

GFI Ikigai; Blacksburg (VA); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible scheduling

100% remote position

Leadership development opportunities

Job summary

GFI Ikigai is seeking a motivated part-time Lead Associate in Blacksburg, VA, to manage client accounts, ensuring satisfaction and providing financial education. Responsibilities include developing financial plans and enhancing client relationships without cold calling, while enjoying benefits like flexible scheduling and remote work. The role requires strong communication skills and a Life Producer license within 2 weeks of employment. Competitive compensation ranges from $65,000 to $85,000 annually.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Pass a background check.
• Ability to interpret account health metrics and prepare concise summaries.

Responsibilities

• Serve as a part‑time Lead Associate and key contact for clients.
• Interact with clients and associates, providing timely support.
• Develop customized financial plans guiding clients through budgeting and retirement planning.

Skills

Strong verbal and written communication

Customer relationship management

Negotiation techniques

Job description

GFI Ikigai is seeking a motivated part-time Lead Associate in Blacksburg, VA, to manage client accounts, ensuring satisfaction and providing financial education. Responsibilities include developing financial plans and enhancing client relationships without cold calling, while enjoying benefits like flexible scheduling and remote work. The role requires strong communication skills and a Life Producer license within 2 weeks of employment. Competitive compensation ranges from $65,000 to $85,000 annually.