4 days ago Be among the first 25 applicants Direct message the job poster from GFI Team Ikigai Licensed Financial Professional | Leadership Coach Now seeking an ambitious & driven individual to step into a part-time role as a Licensed Financial Professional. We are looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve one of the world's most pressing issues – financial illiteracy. We pride ourselves on a commitment to excellence reflected in all aspects of our work. This position is 100% remote and provides online tools and in-house training to support your success. Whether licensed for 6 weeks or 6 years, we offer a growth-oriented environment. You must have a strong work ethic, leadership qualities, integrity, perseverance, a desire to grow, and an entrepreneurial spirit. If your qualifications align with the position, we will contact you with the next steps in the selection process. Customer service, leadership, and management backgrounds are preferred Must pass a background check 18 years or older Training and coaching included Personally customized scheduling Entrepreneurially-minded and self-motivated Backgrounds in education, coaching, military, or as an elite athlete are a great fit Must have drive, passion, and a desire to help people Every candidate is evaluated holistically; there are no automatic disqualifiers. As a Licensed Financial Professional, you will serve as a key contact and liaison for clients, ensuring their satisfaction. You will interact regularly with clients and associates, providing support in a timely, professional, and courteous manner. Lead Associates share financial knowledge, education, and strategies related to investments, insurance, retirement, savings, and estate planning to help clients and business owners progress financially. You will develop customized financial plans tailored to clients' needs and goals, helping them understand their financial situation and advising on improvements—from budgeting and debt reduction to investing and retirement planning. You will work creatively and collaboratively with a team of like-minded individuals passionate about making a difference. Your ideas and contributions will be valued, and you will have opportunities for personal and professional growth. Advancement and compensation are scalable based on individual career goals. Training is provided in both group and individual settings. Our education-focused system, along with experienced mentors, will support your success. We accommodate those seeking full-time careers or part-time income opportunities. Our goal is to support your career growth and personal goals. We aim to make financial independence and security accessible to a diverse range of backgrounds. Let's build an army of educators! Note: We do not handle data entry, marketing, analyst roles, sales reps, or telemarketing. We do not cold call or go door-to-door. If you have questions, please reach out. We look forward to reviewing your application! Seniority level Entry level Employment type Part-time Job function Finance and Sales Referrals increase your chances of interviewing at GFI Team Ikigai by 2x. Set job alerts for “Licensed Financial Specialist” roles. #J-18808-Ljbffr
Licensed Financial Professional - PT/FT • New York, NY, United States
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more
Founded in 1988, Prospect Capital is an alternative asset management firm with $9.B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, ... Show more
About Financial EdgeDo you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on.Financial Edge specializes in developing the technical skil... Show more
Fort Lee, New Jersey, United States.Cross River builds the infrastructure behind the world's most innovative financial products.Our technology and capital solutions power payments, cards, lending, ... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
I am a recruiting consultant with Artech, and I am hoping I can help you find the perfect next opportunity for your career goals.You could very well be happy in your present role but might be looki... Show more
The Financial Advisor is a critical member of the wealth management team and is the firm's face to the market.He/she not only identifies and cultivates new clients, but maintains a close, ongoing r... Show more
Chicago, IL, Dallas, TX, OR Jersey City, NJ Hybrid onsite 2-3 days per week.This role is open with a leading financial services company.We are looking for someone who will provide critical support... Show more
Transaction Advisory Services Manager.Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued.Thrive in BDO's entrepreneurial... Show more
Job DescriptionJob DescriptionEnjoy what you do while contributing to a company that makes a difference in people's lives.US Fertility, one of the premier fertility centers in the United States, co... Show more
Our client, a prominent general practice law firm, is seeking a Professional Liability Partner to join their Long Island team.The ideal candidate will have 10years of professional liability defense... Show more
Senior Property Financial Analyst.Vornado Realty Trust (NYSE: VNO) is an equity Real Estate Investment Trust (REIT) with over 30 million square feet of office and retail properties under management... Show more
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more
Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, in... Show more
Financial Planning Professional.Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts delivering complex and customized fina... Show more
Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran... Show more
Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p... Show more
Sr Financial Specialist - Technology Finance - Finance & AdministrationLocationNew YorkBusiness AreaAccounting and FinanceRef #10042238Description & RequirementsThe energy of a newsroom, th... Show more
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
