GFI Team Ikigai · 8 hours ago
Financial Coach
United States
Part-time
Remote
New Grad, Entry Level
$65K/yr - $85K/yrGFI Team Ikigai is seeking ambitious and driven individuals to join their team as Financial Coaches. The role involves helping clients understand their financial situations and develop customized financial plans, while providing support and education on various financial matters.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Carey Gatto
Responsibilities
Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates 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 & 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
Contribute ideas and suggestions that will be valued and recognized
Grow both personally & professionally
Qualification
Required
Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!
Entrepreneurially-minded + self-motivated
We are committed to on-boarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit above all else
Preferred
Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military backgrounds are a great fit!
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