Source Job

• Have conversations with individuals, families, or business owners about their financial goals.
• Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
• Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.

Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.

• Tax planning and preparation for high-net-worth individuals.
• Ensuring compliance with all federal and state filing requirements.
• Acting as a resource to business management teams for tax planning.

Focus Partners Wealth provides wealth, asset, and business management resources. Their team works collectively to deliver personalized wealth planning strategies across local communities.

• Build trust and provide service that exceeds client expectations.
• Conduct need-based analysis for personalized financial recommendations.
• Convert strategy-only clients into full wealth management relationships.

They foster client relationships by giving investment advice. They are a dynamic team that helps clients with financial futures.

• Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.
• Adapt the LearnLux Global Planning methodology to serve members in your region best.
• Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.

LearnLux is a leading provider of workplace financial well-being, combining digital tools with personalized, one-on-one guidance from qualified financial professionals. They are a venture-backed company that has raised over $35M to date, supported by experienced investors and long-term partners.

• Service a book of business upon hire.
• Build a strong client base with the credit union’s referral system.
• Find new clients via the credit union’s member base.

TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.

• Deliver impeccable and proactive service, anticipating client needs before they arise.
• Explain complex concepts simply, like transaction unwinding or specific promotions.
• Take ownership of client issues, coordinating efforts across departments to ensure resolution.

Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.

• Meet and engage with clients remotely over video, chat and email to give guidance.
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Egypt.
• Participate in team meetings and bring your subject matter expertise to improve the LearnLux digital experience.

LearnLux provides workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. They have raised over $35M to date and is supported by experienced investors and long-term partners; they're a growth focused business building for scale.