Financial Planning Consultant Job at GFI - ABL Financial, Remote

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  • GFI - ABL Financial
  • Remote

Job Description

We're seeking ambitious professionals who want more than just a job. This is your opportunity to build a business that delivers both purpose and prosperity. What Makes This Opportunity Different?

  • Complete Freedom: Design your schedule, work remotely, live life on your terms
  • Unlimited Income Potential: Your ambition sets your earnings ceiling
  • Real Impact: Help families secure their financial futures
  • Values-Driven Success: Built on our core principles of Faith, Family, Finance, Fitness, and Fun
The Ideal Candidate Has:
  • A magnetic personality that builds instant connections
  • Drive to succeed and determination to overcome challenges
  • Passion for helping others achieve their dreams
  • Professional mindset and commitment to excellence
Essential Requirements:
  • Clean background check
  • U.S., Mexico, or Canada resident
  • 18+ years old
  • Ability to obtain licensing within 5-7 days
What We Provide:
  • Elite training from industry leaders
  • Cutting-edge digital tools and systems
  • Supportive community of high achievers
  • Clear path to success
  • This role is fully commission-based.
Responsibilities:
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred About Company: GFI - ABL Financial is a leading non-captive fintech brokerage that partners with over 25 A-rated Fortune 500 financial institutions. Our goal is simple yet powerful: to inspire families to dream again. With a mission to help 100 million families by 2030 — leaving no family behind —we're revolutionizing how financial services are delivered. Our industry-leading persistency rates demonstrate our commitment to building lasting client relationships. As a non-captive brokerage, we provide unbiased solutions tailored to each client's unique needs rather than pushing proprietary products. We combine financial education with cutting-edge technology to digitize personal finance. This creates a seamless digital experience for clients to efficiently access the services they need. Our comprehensive approach includes: Retirement asset growth and protection strategiesEducational planning for childrenLegacy protection through long-term care optionsLiving benefits solutionsPersonalized financial education

Job Tags

Remote job,

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