[Hiring] Family Financial Services Advocate @GFI-Team Ikigai

Role Description

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.

• 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.

Qualifications

• Passionate about making a difference in people's lives.
• Strong interpersonal skills.
• Solid understanding of financial principles.
• Proactive approach to problem-solving.
• Previous experience in financial counseling or a related field is a plus.

Benefits

• Competitive salary ranging from $45,000 to $65,000 per year.
• Comprehensive benefits package designed to support well-being and professional growth.
• Ongoing training and career development opportunities.
• Supportive company culture that values diversity and inclusion.

Company Description

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.