Financial Wealth Advisor jobs in United States
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Global Financial Impact ยท 1 day ago

Financial Wealth Advisor

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Global Financial Impact is seeking an ambitious and driven individual to join their team as a Financial Wealth Advisor. In this role, you will serve as a key contact for clients, providing support and guidance in financial matters, and developing customized financial plans to help clients achieve their goals.

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 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 in budgeting, debt reduction, investing and retirement planning
Think creatively and work collaboratively with a team of like-minded individuals
Contribute ideas and solutions that will be valued and recognized

Qualification

Customer serviceLeadershipCoachingEntrepreneurial-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!
Entrepreneurial-minded + self-motivated
Financial skills/knowledge not required
Training/Coaching included
Personally customized scheduling
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