Entry Level Financial Planner ID-7178

Change your career while making an impact.

Full training and mentorship program in sales, finance, leadership, and entrepreneurship!


Are you ready to take the reins and lead your own path to success? It's time to embrace your entrepreneurial spirit and make a lasting impact on your community. At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process.

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Compensation:

$75,000 - $150,000

Responsibilities:

Here in GFI we have a clear focus and mission: Inspiring Families to dream again!


What are the statistics?

  • 62% of Americans live paycheck to paycheck
  • The average American has 4,000 in their savings account
  • The median American account balance has 182,000 in their retirement account
  • Finances are the #1 cause of divorce in America


Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education.

We are looking for individuals who are passionate about impacting their community, making a difference and bringing the American Dream back. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves.


A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision.

Qualifications:

You could be right for this opportunity if you have:

  • Entrepreneurial mindset
  • Experience building meaningful relationships.
  • Interpersonal skills for success in client-facing roles.
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship.
  • MUST be located in the United States
  • Please respond to the application questions that will be emailed


We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help you succeed, including:

  • In-house weekly training
  • Exceptional leadership
  • Excellent team culture
  • 100% Remote to allow you to spend time with your loved ones.
  • Flexibility


If you are bold enough and are willing to go the extra mile to deliver outstanding service, we want you! Apply now and send us your resume to become a member of our growing team of experts. One of our Expansion team members will be in touch as soon as possible!


Thank you,


GFI’s Expansion Team

About Company

At GFI, we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing Fin-Tech company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a tailor-fit approach.

As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips in the U.S., as well as abroad held every quarter.

Complementary training is completed in-house 2-3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...