Note: The job is a remote job and is open to candidates in USA. The Great Giveback is a mission-driven financial services organization focused on empowering individuals, families, and businesses through tailored financial strategies. The Financial Services Professional will assess clients’ goals and financial situations, develop personalized plans, recommend financial products, and provide ongoing relationship management and guidance.
Responsibilities
- Client Engagement – Build meaningful relationships by assessing clients’ financial situations, goals, and risk tolerance
- Personalized Financial Planning – Develop customized strategies for wealth-building, retirement, estate planning, and risk management
- Product & Solution Recommendations – Offer guidance on financial products, including mutual funds, life insurance, stocks, bonds, and investment vehicles
- Ongoing Relationship Management – Maintain regular communication, conduct financial reviews, and adjust plans as clients’ needs evolve
- Industry Expertise – Stay informed on market trends, regulatory changes, and financial innovations to provide clients with the best possible advice
- Collaboration – Work alongside professionals such as accountants and attorneys to deliver holistic financial solutions
- Life Transitions – Help clients navigate major financial milestones, ensuring their plans align with changing circumstances
- Excellence & Ethics – Uphold the highest professional standards while meeting and exceeding performance expectations
Skills
- ✅ Entrepreneurial Mindset – A passion for taking ownership of your career and building something meaningful
- ✅ Strong Communication Skills – The ability to simplify complex financial concepts for diverse audiences
- ✅ Commitment to Excellence – A drive to achieve personal and professional success with integrity and dedication
- ✅ Analytical & Problem-Solving Skills – The ability to assess financial situations and provide strategic solutions
- A degree in finance, economics, business, is preferred
- Previous financial planning, investment, or advisory experience is a plus
Benefits
- Unlimited earning potential
- Comprehensive training and mentorship, including ongoing education and support
- Career growth opportunities with a clear path to advancement and leadership roles
- Supportive, collaborative, mission-focused team culture
- Top performers enjoy at least two fully-paid company trips annually to celebrate achievements
Company Overview