Posted Aug 29, 2026

Financial Services Advocate

Apply Now
Join Our Team as a Remote Financial Services Advocate Why GFI? - At GFI, we are committed 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. - 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! About the Position - As a Financial Services Advocate, your primary responsibility will be to provide outstanding front-line customer support. - You'll engage with clients from the comfort of your home over Zoom, helping clients to identify and achieve their financial goals. - It's all about creating exceptional customer experiences by offering education, discovering goals, and implementing strategies to obtain them. Why You'll Love Working With Us - 100% Remote Position: Manage your workday flexibility and accommodate your schedule. - Comprehensive Training: Access to our extensive online tools, training programs, and mentorship for continuous growth. - Opportunities for Advancement: The sky's not even the limit! With scalable compensation aligned with your career goals, your ambitions are fully supported. - Personal & Professional Growth: Work in a genuinely supportive environment with seasoned brokers and mentors offering career guidance. - Leadership Development: Dive into a system focused on building your leadership and team collaboration skills. What We Need From You - Enthusiasm for making a positive impact by solving financial literacy challenges. - Ambition and a positive mindset. - Backgrounds in customer service, leadership, and management are a plus. - Entrepreneurial spirit, self-motivation, coachability, and people skills are required. - Must be over 18 years old and a U.S. Citizen. - Ability to pass a comprehensive background check. - Must own a computer with a webcam and have reliable internet. - Experience in education, coaching, military, or as elite athletes preferred but not required! - A genuine drive to help others and foster community well-being. Your Pathway to Success - Whether you're looking for a full-time career path or seeking additional income part-time, our platform is designed to help you meet your individual goals both in advancement opportunities and compensation, all in a supportive, team environment. Is This You? - We're thrilled at the prospect of you joining our dynamic team! - Submit your application and be part of our mission to make financial literacy universally accessible. - Feel free to reach out with any questions. - Let's make a difference, together!