Part - Time Lead Associate

GFI - Team Ikigai

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compensation: Compensation is performance-based under a 1099 independent contractor agreement, with earnings tied to client engagement and results.

employment type: part-time

experience level: no experience required

job title: Lead Associate

telecommuting ok

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We are seeking a motivated individual for a part-time remote role focused on helping clients improve their financial knowledge and make informed financial decisions. In this role, you will work directly with clients to understand their goals, provide financial education, and help create simple, personalized financial plans. Training is provided, and no prior financial experience is required.

Responsibilities:

Serve as a primary point of contact for clients

Provide financial education and guidance

Help clients build basic financial plans

Support clients with budgeting, saving, and long-term planning

Work collaboratively with a small professional team

Requirements:

18+ and U.S. citizen

Must pass a background check

Strong communication and people skills

Self-motivated and reliable

Principals only. Recruiters, please don't contact this job poster.

post id: 7908025665

posted: 2026-01-11 16:47

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Part - Time Lead Associate - accounting / finance - job employment -...

We are seeking a motivated individual for a part-time remote role focused on helping clients improve their financial knowledge and make informed financial decisions. In this role, you will work...