Global Financial Impact · 6 hours ago
Financial Advisor
United States
Full-time
Remote
New Grad, Entry LevelGlobal Financial Impact (GFI) is dedicated to helping individuals and organizations unlock their financial potential. The Financial Advisor will provide tailored financial planning services, assist with retirement planning, and advise clients on investment strategies to help them achieve their financial goals.
Hiring Manager
Lisa Prince
Responsibilities
Assessing clients' financial needs
Creating financial plans
Recommending solutions to meet wealth-building and financial goals
Staying informed about market trends
Assisting clients in making informed financial decisions
Qualification
Required
Strong expertise in Financial Planning and Finance-preferred, however we have an amazing training program and support
Experience with Retirement Planning and Investments. You research and design them to have the best impact on the client
Excellent interpersonal, communication, and relationship-building abilities
Self-motivated with the ability to work independently and collaboratively
Preferred
Relevant certifications (e.g., CFP, CFA) or a degree in Finance, Business, or a Life insurance license is preferred
Training is provide personalized financial advice to clients is a plus
Company
Global Financial Impact
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.
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase