GFI Team ยท 12 hours ago
Finance Associate Lead
Maximize your interview chances
Management Consulting
No H1BU.S. Citizen Only
Insider Connection @GFI Team
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Serve as a key contact and liaison for clients to ensure their total satisfaction.
Interact with clients & associates 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.
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.
Contribute ideas and solutions that will be valued and recognized.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
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
Financial skills/knowledge not required
Training/Coaching included
Personally customized scheduling
Leadership development
Company
GFI Team
Who We are & What We Do: Our team personally cultivates, in-house, the premier leaders in the financial services sector.
Funding
Current Stage
Late StageCompany data provided by crunchbase