Remote Financial Planning Specialist - Flexible Growth

Posted 4 days ago

gfi team ikigaiDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

GFI Team Ikigai is seeking a part-time Financial Planning Specialist to design strategic financial plans and support clients in achieving their financial goals. With a flexible, fully remote position, you'll enjoy a commission-based compensation structure and comprehensive training to succeed. Ideal candidates are U.S. citizens, over 18, with a passion for finance and the ability to foster productive partnerships. Join us today and help empower communities towards financial independence! #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.