Financial Services Advocate
About The Position
Join Our Team as a Remote Financial Services Advocate At GFI, we are committed to empowering families with the financial knowledge and resources they need to achieve security and peace of mind. As a leader in the financial services industry, our mission is to provide personalized guidance and innovative solutions that make financial success attainable for everyone. About the Position We are seeking a motivated and compassionate Financial Services Advocate to join our dynamic team. This remote role offers the opportunity for flexibility and work-life balance, allowing you to be at the forefront of our mission, helping families navigate their financial future with confidence.
Requirements
- Strong interpersonal skills
- Solid understanding of financial principles
- Proactive approach to problem-solving
- Proficiency with client management and electronic health/case record systems
- Organized documentation and time-management skills
- Effective verbal and written communication with diverse populations
- Basic problem-solving and service navigation techniques
- Cultural competence and trauma-informed approaches
- Ability to collaborate with clinical staff and external agencies
- Reliable remote-work practices including secure data handling
Nice To Haves
- Previous experience in financial counseling or a related field is a plus.
- Relevant experience in case coordination, community resource navigation, social services, rehabilitation supports, or related fields is highly beneficial.
- Strong knowledge of public benefits programs and eligibility rules
Responsibilities
- Provide empathetic and tailored financial counseling to families, assessing their unique needs and goals.
- Develop and implement personalized financial plans that include budgeting, savings, investments, and debt management strategies.
- Educate families on financial best practices and resources available to them.
- Collaborate with internal teams to ensure clients receive comprehensive support and services.
- Maintain up-to-date knowledge of financial products, services, and industry trends.
- Track and report on client progress, ensuring satisfaction and continuous improvement.
Benefits
- Ongoing training
- Career development opportunities
- Supportive company culture that values diversity and inclusion
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
