Financial Services Advocate - Remote

Join Our Team as a Remote Financial Services Advocate

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.

About the Position

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.

Key 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.

What We're Looking For

Our ideal candidate is passionate about making a difference in people's lives. You should have strong interpersonal skills, a solid understanding of financial principles, and a proactive approach to problem-solving. Previous experience in financial counseling or a related field is a plus.

Compensation and Benefits

This role offers a competitive salary ranging from $45,000 to $65,000 per year, depending on qualifications and experience. Our comprehensive benefits package is designed to support your well-being and professional growth, including ongoing training, career development opportunities, and a supportive company culture that values diversity and inclusion.

Why GFI?

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. If you're ready to make a positive impact and grow your career, we want to hear from you!

Apply today and take the next step toward a rewarding career with GFI. Together, let's empower families to reach their financial dreams.

Primary Objectives and Key Results (OKRs)

• Objective 1 Ensure timely and accurate access to public benefits and community resources for assigned families.
• KR 1.1: Complete eligibility screening and benefits intake for 95% of new referrals within 10 business days.
• KR 1.2: Achieve successful application submission (complete & correctly filed) for 90% of benefits cases managed within 30 calendar days of intake.
• Objective 2 Strengthen client engagement and continuity of supports.
• KR 2.1: Maintain documented contact with 100% of active clients at least once monthly and according to the individualized service plan schedule.
• KR 2.2: Reduce gaps in service (unplanned service interruptions >14 days) by 50% over baseline within 6 months.
• Objective 3 Produce reliable, audit-ready case documentation and outcome tracking.
• KR 3.1: Case records for 98% of active clients are complete and stored within the electronic record system within 3 business days of each contact.
• KR 3.2: Submit monthly outcome reports with accurate metrics for assigned caseload on schedule 100% of months.
• Objective 4 Support interdisciplinary service delivery and referrals.
• KR 4.1: Make appropriate referrals to clinical staff, community agencies, or vendors within 5 business days for 95% of identified needs requiring external intervention.
• KR 4.2: Achieve a 90% confirmation rate of appointment/referral follow-through (verified attendance or documented reason for non-attendance) within 30 days of referral.

Key Performance Indicators (KPIs)

• Timeliness: % of intakes completed within target timeframe; average days from referral to first contact.
• Accuracy and completeness of documentation: % of files meeting documentation standards on audit.
• Benefits enrollment success rate: % of clients successfully enrolled in targeted benefits or programs.
• Referral effectiveness: % of referrals resulting in initiated services and documented follow-up.
• Client engagement and retention: % of active clients with required monthly contacts and service-plan adherence.
• Service gap reduction: number and duration of unplanned service interruptions across caseload.
• Reporting reliability: on-time delivery and accuracy of required monthly and quarterly reports.

Key Skills, Abilities, and Knowledge Required

Professional competencies that enable success in achieving the OKRs and KPIs include: 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; and 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.