Financial Advisor jobs in United States
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Global Financial Impact · 5 days ago

Financial Advisor

Global Financial Impact (GFI) is dedicated to empowering individuals and organizations to achieve financial potential and create positive change. They are seeking a passionate and motivated Financial Advisor who will work directly with clients to assess their financial goals, create customized financial plans, and provide strategic advice on retirement planning and investments.

Responsibilities

Working directly with clients to assess their financial goals and needs
Creating customized financial plans
Providing strategic advice on retirement planning and investments
Guiding clients in making informed financial decisions
Staying informed about market trends to offer the best financial solutions

Qualification

Financial PlanningRetirement PlanningInvestmentsCFP CertificationCFA CertificationAnalytical SkillsFinancial Software ProficiencyCommunication SkillsInterpersonal SkillsProblem-Solving Skills

Required

Strong knowledge and experience in Financial Planning, Finance, and Financial Advisory
Expertise in Retirement Planning and Investments
Excellent communication and interpersonal skills for relationship building
Strong analytical and problem-solving skills in financial contexts
Ability to work on-site in Elizabethton, TN
Bachelor's degree in Finance, Economics, Business, or a related field
Commitment to helping individuals and families achieve financial independence

Preferred

Relevant certifications (e.g., CFP, CFA) are highly preferred
Proficiency in financial software and tools is a plus

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.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase