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

Job Description

Are you looking to get into a Personal Financial Advisor role or seeking a new opportunity? Join our team at GFI - San Diego in a remote position where you can thrive in a supportive and innovative environment. Our team is committed to helping clients reach their financial goals with tailored solutions and expert guidance. As a Personal Financial Advisor with us, you will have the chance to make a real impact on clients' lives by providing top-notch financial advice and building long-lasting relationships. With a competitive compensation range of $75,000 - $90,000 per year, you will have the opportunity to grow professionally while helping clients secure their financial future. 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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