Entry-level Financial Strategist - Financial Planning, Analysis, and Client Relationship Management in a Dynamic Remote Work Environment

Join the Team at Global Financial Impact Global Financial Impact is a pioneering financial services firm that is revolutionizing the way individuals and businesses approach financial planning and leadership development. With a strong commitment to providing tailored financial solutions, we are dedicated to empowering our clients to achieve financial independence and success. As a rapidly growing company, we are now seeking a highly motivated and ambitious individual to join our team as an Entry-level Financial Strategist. About the Role As an Entry-level Financial Strategist, you will play a vital role in supporting our team of experienced financial advisors in delivering comprehensive financial planning services to our clients. This position offers a unique opportunity to kick-start your career in the finance industry, where you will gain hands-on experience in financial analysis, market research, and client relationship management while working closely with seasoned professionals. Key Responsibilities: Financial Analysis and Planning: Assist in conducting financial analyses and creating comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and market trends. Client Relationship Management: Collaborate with financial advisors to develop personalized strategies to help clients achieve their financial objectives, and provide exceptional customer service by addressing client inquiries and concerns in a timely and professional manner. Presentation and Reporting: Prepare presentations and reports for client meetings, ensuring accuracy and professionalism, and stay up-to-date with industry trends, market developments, and regulatory changes to support informed decision-making. Administrative Tasks: Support administrative tasks related to client accounts, including account opening and maintenance, and contribute to the smooth operation of our financial planning services. Professional Development: Continuously develop your skills and knowledge in the financial services industry, and stay current with industry trends and best practices. Requirements and Qualifications Essential Qualifications: Analytical Skills: Strong analytical skills with a keen attention to detail, and the ability to analyze financial data and market trends. Communication Skills: Excellent verbal and written communication skills, with the ability to effectively communicate with clients and colleagues. Collaboration: Ability to work collaboratively in a fast-paced environment, and build strong relationships with clients and colleagues. Eagerness to Learn: Eagerness to learn and grow within the financial services industry, and a willingness to take on new challenges. Preferred Qualifications: Relevant Experience: Relevant internships or work experience in finance or related fields is a plus, but not required. Financial Industry Knowledge: Knowledge of financial products and services, and experience with financial planning and analysis. What We Offer Compensation and Benefits: Competitive Salary: A competitive salary commensurate with experience, ranging from $40,000 to $100,000 per year. Professional Development: Opportunities for professional development and career advancement, including training and mentorship programs. Flexible Work Environment: A supportive and collaborative remote work environment, with flexible scheduling and the ability to choose your own hours. Benefits Package: A comprehensive benefits package, including financial planning services, professional development assistance, referral program, and retirement plan. Work-Life Balance: Flexible Scheduling: Flexible scheduling, with the ability to choose your own hours, and a focus on work-life balance. Remote Work: Remote work environment, allowing you to work from anywhere and maintain a healthy work-life balance. Why Join Our Team? At Global Financial Impact, we value a great attitude and a willingness to learn above all. We are committed to providing a supportive and collaborative work environment, where you can grow and develop your skills in the financial services industry. If you are passionate about finance and eager to launch your career in a dynamic and rewarding environment, we encourage you to apply for the Entry-level Financial Strategist position. How to Apply If you are excited about the opportunity to join our team and make a significant impact on the financial well-being of individuals and families, please submit your application today. Global Financial Impact is an equal opportunity employer and values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Don't hesitate to apply, even if you don't meet every single requirement. We value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards a rewarding career in finance! Apply for this job