Global Financial Impact · 20 hours ago
Financial Advisor
United States
Full-time
Remote
Mid LevelGlobal Financial Impact (GFI) is a platform dedicated to empowering individuals and organizations to achieve financial independence. As a Financial Advisor, you will collaborate with clients to develop tailored financial plans and provide expert advice on financial planning and investment opportunities.
Financial Services
Responsibilities
Collaborate with clients to develop tailored financial plans
Provide expert advice on financial planning, retirement strategies, and investment opportunities
Conduct client consultations
Analyze financial data
Identify opportunities to meet client goals
Recommend strategies to ensure long-term financial success
Educate clients about the importance of various financial solutions
Maintain strong, trust-based relationships
Qualification
Required
Expertise in Financial Planning, Retirement Planning, and Investments to guide clients in achieving their financial goals
Strong interpersonal and communication skills, with the ability to build and maintain relationships based on trust
Analytical and problem-solving skills to assess financial information and develop appropriate plans
Self-motivated and capable of working independently in a remote environment
Passion for helping others achieve financial independence and create lasting impact
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