Financial Advisor

3 weeks ago


Los Angeles, California, United States GFI Pros Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support needed in a timely, professional, and courteous manner.

Key Responsibilities
  • Develop customized financial plans that fit clients' unique needs and goals
  • Provide expert advice on budgeting, debt reduction, investing, and retirement planning
  • Work collaboratively with a team of like-minded individuals to make a positive impact in communities
  • Participate in ongoing training and coaching to enhance financial knowledge and skills
Requirements
  • Customer service leadership and management backgrounds preferred
  • Must pass a background check
  • 18 years or older
  • U.S. citizen
  • Entrepreneur motivated personality
  • Leadership development and team development
What We Offer
  • Remote opportunity with online tools and training provided
  • Flexible hours and days
  • Personally customized scheduling
  • Financial skills and knowledge not required
  • Leadership development and team development opportunities
Why Join Us

We pride ourselves on a commitment to excellence and a commitment to making a positive impact in communities. As a Financial Professional with our team, you will have the opportunity to work with a diverse group of people from a wide range of backgrounds and make a real difference in their lives.

We are not looking for sales reps or telemarketers. We do not cold call or go door-to-door. If you are a motivated and ambitious individual who is passionate about making a difference, we encourage you to apply.


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