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Personal Financial Advisor

GFI - Gilroy

Personal Financial Advisor

Remote,
Full Time
Paid
  • Responsibilities

    GFI is seeking a motivated and ambitious individual to join our team as a Personal Financial Advisor. This role is ideal for someone who is looking to grow and eventually take on a leadership position within our agency. In this role, you’ll work directly with clients to understand their financial goals and provide tailored solutions to help them secure their future. You’ll be responsible for account management, sales, and some marketing efforts to support client relationships and drive new business. We’re committed to developing and training the right candidate, regardless of previous experience in finance. Our team operates in a fully remote environment, meeting with clients via Zoom to ensure accessibility and flexibility. This position is an excellent opportunity for someone eager to advance within the financial services field and lead a team in the future. Responsibilities: • Engage with clients to assess their financial needs and recommend appropriate products • Manage client accounts and provide ongoing support to ensure long-term satisfaction • Assist in sales and marketing efforts to expand client base • Collaborate with team members in an organized and efficient manner • Pursue continuous professional development to prepare for a potential leadership role Qualifications: • Strong communication and relationship-building skills • Self-motivated and able to work independently in a remote setting • Desire for career growth in the financial industry • No prior finance experience is required; comprehensive training will be provided Compensation: $50,000 - $150,000

    • Engage with clients to assess their financial needs and recommend appropriate products • Manage client accounts and provide ongoing support to ensure long-term satisfaction • Assist in sales and marketing efforts to expand client base • Collaborate with team members in an organized and efficient manner • Pursue continuous professional development to prepare for a potential leadership role

  • Compensation
    $50,000-$150,000 per year