GFI Team · 17 hours ago

PT Financial Associate Needed

United States

Part-time

Remote

Entry Level

Maximize your interview chances

Management Consulting

No H1B

U.S. Citizen Only

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Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction.

Interact with clients & associates you are directly responsible for 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.

Develop customized financial plans that fit clients' 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 who share a passion for making a difference.

Contribute ideas and solutions that will be valued and recognized.

Grow both personally and professionally.

Qualification

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