We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
* Create customized financial plans suitable for each client based on potential life changes and changing financial needs
* Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
* Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
* Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
* Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
* Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
* Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Compensation
$40,000 - $70,000 yearly
About GFI - Coach Todd
Our Approach: Supporting Growth and Success
We believe in a people-first approach, prioritizing professional development, client service, and long-term success.
Our goal is to provide agents with the training, support, and resources needed to build a sustainable and rewarding career. We focus on shifting perspectives—helping agents recognize opportunities and develop the skills necessary to navigate challenges effectively.
With years of coaching experience, I am committed to equipping agents with the knowledge and tools to excel in this industry. Our Lead with Love philosophy emphasizes integrity, service, and client-centered solutions.
If you're looking for a professional environment that values development, collaboration, and long-term success, we invite you to join our team.
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