GFI Team · 5 hours ago

Financial Services Associate

United States

Part-time

Remote

Entry Level

Maximize your interview chances

Business Consulting and Services

No H1B

Hiring Manager

Tracy Wilson

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Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction.

Interact with clients & associates on an ongoing basis, providing support needed in a timely, professional and courteous manner.

Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning.

Work with clients to develop customized financial plans that fit their unique needs and goals.

Help clients understand their financial situation and provide expert advice on how to improve it.

Guide and support clients from budgeting and debt reduction to investing and retirement planning.

Think creatively and work collaboratively with a team of like-minded individuals.

Contribute ideas and suggestions that will be valued and recognized.

Access training necessary to learn what it takes to be successful.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CoachingFinancial planningBudgetingDebt reductionInvestingRetirement planning