PT Associate jobs in United States
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GFI Team Ikigai ยท 2 days ago

PT Associate

GFI Team Ikigai is dedicated to empowering individuals to achieve financial well-being through education and mentoring. The role involves managing client relationships, providing strategic financial education, and ensuring exceptional client outcomes in a supportive remote environment.

Financial Services
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Hiring Manager
Marilynn Granado, M. Ed
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Responsibilities

Manage client relationships
Provide strategic financial education
Ensure exceptional outcomes
Act as the point of contact for client success

Qualification

Client relationship managementCoachingLeadershipFinancial educationAccountabilityDisciplineAmbitionWork ethic

Required

Relentless work ethic and personal accountability
Proven record of following through
Ambition to level up your skills, income, and impact
Background in client-facing, leadership, or coaching roles
Discipline to excel in a remote environment
Ability to pass an FBI background check
U.S. or Canadian citizenship, 18+

Company

GFI Team Ikigai

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A financial education and services firm that helps families understand money the way the wealthy do โ€” things like how to grow it, protect it, and make it work for them instead of against them.

Funding

Current Stage
Early Stage
Company data provided by crunchbase