Financial Service Advisor @ Global Financial Impact | Jobright.ai
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Financial Service Advisor jobs in San Francisco, CA
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Global Financial Impact ยท 4 hours ago

Financial Service Advisor

positionSan Francisco, CA
timeFull-time
remoteRemote
seniorityMid Level
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Financial Services
Hiring Manager
Carisa Mondon
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Responsibilities

Providing financial planning
Retirement planning
Investment advice
Financial advisory services to clients on a day-to-day basis

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.

Financial PlanningRetirement PlanningFinancial Advisory ServicesFinance ExpertiseInvestments ExpertiseFinancial Software FamiliarityCFA CertificationCFP CertificationSeries 7 Certification

Required

Financial Planning and Retirement Planning skills
Finance and Investments expertise
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Familiarity with financial software and tools
Relevant certifications such as CFA, CFP, or Series 7

Company

Global Financial Impact

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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.
people-size201-500 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase
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