Financial Services Associate jobs in United States
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Global Financial Impact ยท 21 hours ago

Financial Services Associate

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Global Financial Impact is seeking an ambitious and driven individual for a part-time role as a Financial Services Associate. In this position, you will serve as a key contact for clients, helping them develop customized financial plans and providing support in various financial matters such as budgeting, investing, and retirement planning.

Financial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates you are directly responsible for 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 to help clients and business owners progress financially
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 who share your passion for making a difference
Contribute ideas and solutions that will be valued and recognized, with opportunities for personal and professional growth

Qualification

Customer serviceLeadershipTraining/CoachingEntrepreneurial-mindedDrivePassionSelf-motivated

Required

Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!

Preferred

Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military/Elite Athlete backgrounds are a great fit!
Financial skills/knowledge not required
Entrepreneurial-minded + self-motivated
Leadership development

Benefits

Training/Coaching included
Personally customized scheduling
Leadership development

Company

Global Financial Impact

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GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.
people-size201-500 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase