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.
Responsibilities
Manage client relationships
Provide strategic financial education
Ensure exceptional outcomes
Act as the point of contact for client success
Qualification
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
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 StageCompany data provided by crunchbase