Remote Financial Planning Strategist
GFI-Team Ikigai
Cambridge, MA
- Remote job
GFI-Team Ikigai is seeking a Strategic Planning Specialist to empower clients with financial literacy and plans. You will engage through remote interactions, delivering professional support and financial guidance on investments, retirement, and estate planning. You will collaborate with clients to craft personalized budgets, debt strategies, and retirement plans, contributing to their financial independence while working with a team that values innovation and client-centric solutions. #J-18808-Ljbffr GFI-Team Ikigai
Vacancy posted 2 days ago
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