Entry-Level Retirement Planning Associate
GFI - Megan Waid Financial • Remote Position
Description
We are seeking a detail-oriented Financial Analyst to join our remote team at GFI - Megan Waid Financial. Our company values expertise and is dedicated to providing top-notch financial services. If you share our passion for numbers and analysis, we encourage you to apply.
In this role, you will work closely with clients to provide insightful financial recommendations and help them achieve their goals. As a key member of our team, you will have the opportunity to take your financial career to the next level.
Responsibilities
1. Analyze financial data and create detailed reports for management review.
2. Forecast future financial trends and provide insights to support decision-making.
3. Monitor and assess financial performance against budget and key performance indicators.
4. Develop financial models to support strategic initiatives and business planning.
5. Collaborate with cross-functional teams to optimize financial processes and drive efficiencies.
Requirements
1. A strong attention to detail and accuracy.
2. Excellent communication and presentation skills.
3. Competencies: Time Zone North America, US Work Authorization, 18 Years or Older, Bilingual (English/Spanish).
Compensation
$50,000 at plan commission.
About GFI - Megan Waid Financial
We aim to transform the financial landscape by bringing together financial professionals who are dedicated to making an impact. Everyone deserves the opportunity to build a fulfilling and prosperous future. We offer tools, training, and mentorship to help individuals succeed in the financial industry.
When you join our agency, you become part of a supportive community focused on helping others secure their financial future and build lasting legacies. Whether you're exploring a new career, looking for additional income, or working towards generational wealth, we're here to support you.