Financial Services Specialist

Job not on LinkedIn

🕒 March 31

🇺🇸 United States – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 76%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Global Financial Integrity

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2006

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

Global Financial Integrity is a financial agency dedicated to helping individuals and families secure their financial future while driving positive change in their lives and the world. With a focus on financial education, expert guidance, and customized wealth-building strategies, GFI empowers people to take ownership of their finances and make meaningful impacts through their wealth. The agency also emphasizes the importance of transforming financial assets into lasting legacies that benefit not only the individual but also their communities and global causes.

📋 Description

• Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work • Conduct Financial Needs Analysis to uncover financial goals of the client • Formulate tailored financial plans for them • Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf • Conduct semi annual and annual reviews

🎯 Requirements

• Willingness to get licensed in 7-10 days via a state-approved course • Ability to pass a background check • Legally authorized to work in the United States • No Felonies

🏖️ Benefits

• Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. • Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. • Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. • Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. • Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.