Remote Part-Time Lead Associate - Financial Planning

GFI Ikigai; Washington (District of Columbia); 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 part-time Lead Associate in Washington, D.C. This role involves managing client accounts, providing customer support, and educating clients on financial matters. The ideal candidate should be 18 or older, a U.S. citizen, and possess a Life Producer license within two weeks. Benefits include flexible scheduling, a remote work environment, and competitive compensation ranges from $65,000 to $85,000. Join us to enhance financial literacy and support clients in achieving financial independence.

Qualifications

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

Responsibilities

• Serve as a part‑time Lead Associate and key contact for clients.
• Provide timely, professional, and courteous support.
• Guide clients through budgeting, debt reduction, and retirement planning.
• Grow account value through upsell and cross‑sell opportunities.

Skills

Customer relationship management

Strong verbal and written communication

Negotiation techniques

Technical troubleshooting

Education

Life Producer license

Job description

GFI Ikigai is seeking a part-time Lead Associate in Washington, D.C. This role involves managing client accounts, providing customer support, and educating clients on financial matters. The ideal candidate should be 18 or older, a U.S. citizen, and possess a Life Producer license within two weeks. Benefits include flexible scheduling, a remote work environment, and competitive compensation ranges from $65,000 to $85,000. Join us to enhance financial literacy and support clients in achieving financial independence.