Job summary
Job post source
This job is directly from GFI Team
Job overview
The Finance Associate role at GFI Team focuses on leading clients towards financial literacy and independence through education and personalized financial planning, impacting community financial well-being.
Responsibilities and impact
The Lead Associate will serve as the main client liaison, provide financial education and strategies, develop customized financial plans, and support clients in budgeting, investing, and retirement planning while collaborating with a team.
Compensation and benefits
The position offers scalable advancement and compensation based on individual career goals, personalized scheduling, and includes group and individual training with access to experienced mentors.
Experience and skills
No prior financial experience is required; preferred backgrounds include customer service, leadership, education, coaching, military, or elite athletics, with essential qualities being strong work ethic, leadership, integrity, and entrepreneurial spirit.
Career development
Opportunities for personal and professional growth are emphasized through leadership development, mentorship, and scalable career advancement aligned with individual goals.
Work environment and culture
The company values a commitment to excellence, collaboration, passion for helping others, and an education-focused system with a supportive and entrepreneurial environment.
Company information
GFI Team is dedicated to addressing financial illiteracy by providing financial education and planning services remotely, aiming to build a community of financial educators.
Team overview
Candidates will join a team of like-minded individuals passionate about financial education and community impact, working collaboratively in a fully remote setting.
Job location and travel
This is a 100% remote position with customized scheduling to fit individual needs.
Application process
Applicants are evaluated holistically with no automatic disqualifiers; interested candidates will be contacted with next steps after application submission.
Unique job features
The role is distinguished by its focus on financial education without sales or cold calling, offering comprehensive training and a supportive platform for career growth.
Company overview
GFI Team is a global leader in providing innovative software solutions for financial institutions. They specialize in developing advanced trading platforms, risk management tools, and financial analytics software that help clients optimize their operations and make data-driven decisions. The company generates revenue through software licensing, subscription services, and professional consulting. Founded in the early 2000s, GFI Team has a strong history of technological advancements and strategic acquisitions, positioning itself as a key player in the fintech industry.
How to land this job
Position your resume to highlight leadership qualities, integrity, strong work ethic, and entrepreneurial spirit, as these are key traits sought by GFI Team for the Finance Associate role.
Emphasize any experience in customer service, coaching, education, military, or elite athletics, as these backgrounds align well with the job description and demonstrate your ability to lead and support others.
Apply through multiple channels including GFI Team’s official corporate website and LinkedIn to maximize your chances of being noticed by recruiters.
Connect with current employees or associates within GFI Team’s financial education or leadership divisions on LinkedIn; start conversations by complimenting their commitment to financial literacy or asking about their experience with the company’s training and culture.
Optimize your resume for ATS by incorporating keywords such as 'leadership development,' 'client support,' 'financial education,' 'entrepreneurial spirit,' and 'team collaboration' to ensure it passes initial screenings effectively.
Use Jennie Johnson’s Power Apply feature to automate tailoring your resume, identify multiple application portals, and find relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking.
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