Personal Financial Advisor job at GFI - San Diego Remote, US

Job Description

Looking to step into the role of a Personal Financial Advisor or in search of a fresh opportunity? Come join our team at GFI - San Diego for a remote position that offers a nurturing and innovative setting for you to excel. We are dedicated to assisting clients in achieving their financial objectives through personalized strategies and expert advice. As a Personal Financial Advisor on our team, you will have the opportunity to truly make a difference in clients' lives by delivering exceptional financial guidance and establishing enduring connections. With a competitive salary range of $75,000 - $90,000 annually, you can advance your career while aiding clients in securing their financial well-being. Responsibilities:

Analyze clients' financial situations to develop personalized financial plans
Provide guidance on investment strategies and financial products
Monitor clients' accounts and make recommendations for adjustments based on market trends
Educate clients on financial planning and investment options
Regularly review and update clients' financial goals and strategies

Qualifications:

Strong analytical and mathematical skills
Excellent verbal and written communication skills
Time Zone North America, US Work Authorization
18+ Older

About Company: At GFI, our mission is to change the way finances are looked at. With over 67 trillion dollars exchanging hands over the next decade, we facilitate financial education for people to make informed decisions about their finances. We believe in a holistic approach to financial empowerment fostering people's financial well-being and their ability to create positive change in their communities. Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!

Job Tags

Remote job,

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