GFI Team Ikigai · 9 hours ago
Lead Associate - PT/FT
United States
Part-time
Remote
Mid LevelGFI Team Ikigai is seeking an ambitious and driven individual for a part-time role as a Lead Associate. The role focuses on helping clients achieve financial literacy by developing customized financial plans and providing support on various financial matters such as budgeting, investing, and retirement planning.
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 clients understand their financial situation and provide expert advice on how to improve it
Guide and support 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
Participate in training provided in both group and individual settings
Qualification
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!
Entrepreneurially-minded + self-motivated
Benefits
Training/Coaching included
Personally customized scheduling
Leadership development
Company
GFI Team Ikigai
A financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase