Global Financial Impact ยท 1 day ago
Financial Wealth Consultant
United States
Part-time
Remote
New Grad, Entry LevelGlobal Financial Impact is seeking an ambitious and driven individual for the part-time role of Financial Wealth Consultant. The role involves working with clients to provide financial education and develop customized financial plans, helping them navigate various financial challenges and achieve their goals.
Financial Services
No H1B
U.S. Citizen Only
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 them understand their financial situation and provide expert advice on how to improve it
Guide and support your 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
Value and recognize your ideas and contributions
Have the opportunity to grow both personally and professionally
Qualification
Required
Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!
Entrepreneurial-minded + self-motivated
Financial skills/knowledge not required
Preferred
Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military/Elite Athlete backgrounds are a great fit!
Benefits
Training/Coaching included
Personally customized scheduling
Leadership development
Company
Global Financial Impact
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.
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase