FT/PT Associate needed jobs in United States
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Global Financial Impact ยท 1 day ago

FT/PT Associate needed

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Global Financial Impact is seeking ambitious and driven individuals for a part-time leadership role focused on combating financial illiteracy. As an Associate, you will interact with clients, develop customized financial plans, and provide support to ensure their financial progress and satisfaction.

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 receive recognition for contributions
Grow both personally and professionally

Qualification

Entrepreneurial mindsetLeadershipCustomer serviceTraining/Coaching

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 backgrounds are a great fit!
Entrepreneurially-minded + Self-motivated

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