What are the responsibilities and job description for the Financial Professional position at Global Financial Impact?
About Us
At Global Financial Impact (GFI), we help individuals, families, and business owners make confident financial decisions through structured planning, education, and long-term strategies.
Our approach combines professional development, mentorship, and proven systems to help financial professionals build client-focused practices grounded in integrity and service. As we expand nationally, we’re opening opportunities for motivated individuals who want to grow within a collaborative, growth-oriented environment.
Why Professionals Choose GFI
- Structured training and development program
- Ongoing mentorship and leadership support
- Access to approved financial tools and solutions
- Clear path for long-term professional growth
- Flexible structure within an established organization
(No income or lifestyle guarantees — just real systems and support.)
Position Overview
As a Financial Consultant at GFI, you will work directly with clients to help them understand and implement financial strategies aligned with their goals. You’ll support individuals, families, and business owners with planning for retirement, estate considerations, risk management, and wealth-building.
This opportunity is designed for professionals who want control over their growth, value training and accountability, and prefer a client-first, advisory-focused model.
What You’ll Do
- Build and maintain long-term client relationships through consultative conversations
- Help clients understand retirement strategies, estate planning concepts, and risk management approaches
- Educate clients on diversification, asset allocation, and long-term financial principles
- Develop your practice through referrals, networking, and consistent outreach
- Participate in ongoing professional development and mentorship
Who This Is Ideal For
This opportunity attracts professionals who:
- Enjoy client-facing, relationship-driven work
- Want structured training without micromanagement
- Are comfortable working independently while being supported by a team
- Are open to learning and licensing within financial services
Backgrounds That Translate Well
- Real Estate Professionals
- Sales & Relationship Managers
- Business Owners & Entrepreneurs
- Career Changers seeking a professional services path
(No prior financial experience required — training provided.)
Minimum Requirements
- Willingness to obtain required state and industry licenses
- Strong communication and interpersonal skills
- Self-motivated, professional, and coachable
- Eligibility to work as an independent contractor (1099)
If you’re exploring a long-term professional opportunity in financial services and value mentorship, structure, and client impact, we encourage you to apply and start a confidential conversation.
Role Disclosure:
- This is a 1099 independent contractor opportunity in the financial services industry. This is not a salaried or hourly W-2 position. Compensation is performance-based and not guaranteed. Training, mentorship, and licensing support are provided.