GFI Team · 5 hours ago

Team Associate

United States

Part-time

Remote

Entry Level

Maximize your interview chances

Management Consulting

No H1B

U.S. Citizen Only

Insider Connection @GFI Team

Discover valuable connections within the company who might provide insights and potential referrals.
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 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.

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 in areas from budgeting and debt reduction to investing and retirement planning.

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.

Training/CoachingEntrepreneurially-mindedPassion for helpingFinancial planningBudgetingDebt reductionInvestingRetirement planningPersonal growth