At GFI - LA we’re experiencing rapid growth, creating an incredible opportunity for individuals to work from home while making a meaningful impact. With industry demand at an all-time high due to current economic conditions, there’s never been a better time to join our team. We take pride in our educational approach to finances, delivering expertise to people from all walks of life. Partnering with some of the world’s most reputable companies, including top Fortune 500 firms, we’re able to offer complimentary financial plans to those in need. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor, and we’re excited to help you become part of this dynamic field. We’re looking for individuals who are hardworking, effective communicators, passionate about helping others, and ready to embark on a rewarding career. Starting as an entry-level financial professional, you’ll have the opportunity to grow into leadership and management roles through our supportive training and development programs. No prior experience? No problem! Our comprehensive training program will equip you with the skills to sit down with individuals, families, or business owners, understand their financial goals, and craft customized roadmaps to help them achieve their dreams. From retirement planning and wealth accumulation to college funding, investments, and insurance, you’ll be providing clients with tailored financial solutions designed to meet their short-term and long-term goals. Whether you’re seeking a full-time career or a part-time opportunity to earn additional income and develop new skills, we offer a flexible schedule to accommodate your needs. Join us at GFI and take the first step toward a fulfilling career, helping people secure their financial futures while building one of your own. The possibilities are endless—let’s achieve greatness together! Responsibilities: • Master our comprehensive training program by actively studying materials, executing tasks, and applying new knowledge in practical scenarios. • Participate in client interactions by attending meetings, assisting in the creation of customized plans, and delivering compelling presentations to stakeholders. • Analyze client financial data to evaluate their unique needs, risk tolerance, and long-term goals, ensuring tailored recommendations. • Research and present tailored financial options that align with client priorities, offering innovative and effective solutions. • Provide expert guidance by identifying areas for improvement or additional services that align with client objectives. • Collaborate on marketing initiatives to support brand visibility, drive lead generation, and contribute to overall growth strategies. • Maintain up-to-date industry knowledge by keeping abreast of financial trends, regulations, and market developments to enhance client service. • Build and nurture relationships with clients, fostering trust and ensuring satisfaction through consistent communication and follow-up. • Contribute to strategic business planning by identifying opportunities for operational efficiencies and improved client outcomes. • Actively participate in team projects and discussions to share insights, refine approaches, and achieve organizational goals. Qualifications: • Meet basic qualifications for the role: Be at least 18 years old and legally eligible to work in the United States (U.S. resident, citizen, or Work Permit holder with a valid Social Security Number). • Undergo and pass a background check as part of the onboarding process to ensure compliance and security standards. • Complete licensing requirements promptly , with the expectation of meeting all necessary certifications within 30 days of joining the team. • Demonstrate strong self-discipline and time management skills to excel in a remote working environment. • Showcase excellent communication and interpersonal abilities to build relationships with clients and team members. • Possess a strong willingness to learn by engaging in training sessions, webinars, and continuous professional development opportunities. • Exhibit proficiency with digital tools and platforms commonly used in financial services, such as CRM software, financial planning tools, and virtual communication systems. • Commit to ethical standards and compliance with industry regulations, ensuring all practices align with company policies and legal requirements. • Work collaboratively within a remote team structure, contributing to shared goals and supporting team success. • Display resilience and adaptability by effectively managing challenges and embracing opportunities for innovation in a dynamic work environment. Compensation: $50,000 - $100,000 per year
• Master our comprehensive training program by actively studying materials, executing tasks, and applying new knowledge in practical scenarios. • Participate in client interactions by attending meetings, assisting in the creation of customized plans, and delivering compelling presentations to stakeholders. • Analyze client financial data to evaluate their unique needs, risk tolerance, and long-term goals, ensuring tailored recommendations. • Research and present tailored financial options that align with client priorities, offering innovative and effective solutions. • Provide expert guidance by identifying areas for improvement or additional services that align with client objectives. • Collaborate on marketing initiatives to support brand visibility, drive lead generation, and contribute to overall growth strategies. • Maintain up-to-date industry knowledge by keeping abreast of financial trends, regulations, and market developments to enhance client service. • Build and nurture relationships with clients, fostering trust and ensuring satisfaction through consistent communication and follow-up. • Contribute to strategic business planning by identifying opportunities for operational efficiencies and improved client outcomes. • Actively participate in team projects and discussions to share insights, refine approaches, and achieve organizational goals.