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Family Financial Services Advocate - Remote

GFI-Team Ikigai
$45,000.00 - $65,000.00 per year

Join Our Team as a Family Financial Services Advocate



At GFI, we're dedicated to empowering families with the financial knowledge and resources they need to achieve security and peace of mind. As a leader in the financial services industry, our mission is to provide personalized guidance and innovative solutions that make financial success attainable for everyone.



About the Position



We are seeking a motivated and compassionate Family Financial Services Advocate to join our team. Based in Detroit, MI, this part-time role offers the opportunity to work remotely, providing flexibility and work-life balance. You'll be at the forefront of our mission, helping families navigate their financial future with confidence.



Key Responsibilities



  • Provide empathetic and tailored financial counseling to families, assessing their unique needs and goals.
  • Develop and implement personalized financial plans that include budgeting, savings, investments, and debt management strategies.
  • Educate families on financial best practices and resources available to them.
  • Collaborate with internal teams to ensure clients receive comprehensive support and services.
  • Maintain up-to-date knowledge of financial products, services, and industry trends.
  • Track and report on client progress, ensuring satisfaction and continuous improvement.



What We're Looking For



Our ideal candidate is passionate about making a difference in people's lives. You should have strong interpersonal skills, a solid understanding of financial principles, and a proactive approach to problem-solving. Previous experience in financial counseling or a related field is a plus.



Compensation and Benefits



This role offers a competitive salary ranging from $45,000 to $65,000 per year. Although it is a part-time position, our comprehensive benefits package is designed to support your well-being and professional growth. These benefits include ongoing training, career development opportunities, and a supportive company culture that values diversity and inclusion.



Why GFI?



Joining GFI means becoming part of a community that's committed to building a brighter financial future for families. Our collaborative environment fosters innovation, and we believe in nurturing talent to achieve individual and company-wide success. If you're ready to make a positive impact and grow your career, we want to hear from you!



Apply today and take the first step towards a rewarding career with GFI. Together, let's empower families to reach their financial dreams.

Job type
Part Time