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Remote Part-Time Client Advisor Financial Planning

Remote / Online - Candidates ideally in
Owasso, Tulsa County, Oklahoma, 74055, USA
Listing for: GFI Team Ikigai
Part Time, Remote/Work from Home position
Listed on 2026-05-24
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 30000 - 50000 USD Yearly USD 30000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Remote Part-Time Client Advisor for Financial Planning

GFI Team Ikigai in Owasso, Oklahoma is searching for a driven individual for the role of Lead Associate, focusing on managing client accounts part-time. This position involves customer service, relationship-driven sales, and financial education, all while ensuring client satisfaction.

Benefits include a flexible remote schedule and competitive pay ranging from $30,000 to $50,000 part-time. Candidates should possess strong communication skills and a desire to help others while having the opportunity for personal growth.

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