Financial Services Advocate - Remote

About the role

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.

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.
• Complete eligibility screening and benefits intake for 95% of new referrals within 10 business days.
• Achieve successful application submission (complete & correctly filed) for 90% of benefits cases managed within 30 calendar days of intake.
• Maintain documented contact with 100% of active clients at least once monthly and according to the individualized service plan schedule.
• Reduce gaps in service (unplanned service interruptions >14 days) by 50% over baseline within 6 months.
• Ensure case records for 98% of active clients are complete and stored within the electronic record system within 3 business days of each contact.
• Submit monthly outcome reports with accurate metrics for assigned caseload on schedule 100% of months.
• Make appropriate referrals to clinical staff, community agencies, or vendors within 5 business days for 95% of identified needs requiring external intervention.
• Achieve a 90% confirmation rate of appointment/referral follow-through (verified attendance or documented reason for non-attendance) within 30 days of referral.

Requirements

• Passion for making a difference in people's lives.
• Strong interpersonal skills and a solid understanding of financial principles.
• Proactive approach to problem-solving.
• Previous experience in financial counseling or a related field is a plus.
• Strong knowledge of public benefits programs and eligibility rules.
• 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.
• Relevant experience in case coordination, community resource navigation, social services, rehabilitation supports, or related fields is highly beneficial.

Benefits

• Competitive salary ranging from $45,000 to $65,000 per year, depending on qualifications and experience.
• Comprehensive benefits package designed to support your well-being and professional growth.
• Ongoing training and career development opportunities.
• Supportive company culture that values diversity and inclusion.

About us

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. Joining GFI means becoming part of a community that's committed to building a brighter financial future for families. Our collaborative environment fosters innovation, and we believe in nurturing talent to achieve individual and company-wide success.