Global Financial Impact ยท 4 hours ago
Financial Services Professional
San Diego, CA
Full-time
Remote
Entry Level
Maximize your interview chancesFinancial Services
Hiring Manager
Sage E.
Insider Connection @Global Financial Impact
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Responsibilities
Financial planning
Finance
Retirement planning
Communication
Providing financial services to clients on a day-to-day basis
Qualification
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Required
Financial Planning, Finance, and Retirement Planning skills
Strong communication skills
Experience in financial services
Ability to analyze and interpret financial data
Knowledge of investment strategies and products
Excellent customer service skills
Bachelor's degree in Finance, Economics, Business, or related field
Preferred
Relevant certifications (e.g., CFP, ChFC)
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
