Financial Advisor

Company Description Gorospe Financial Advisory is a growing financial services firm established under the broader GTG Business Consultancy umbrella, which is currently under construction. As the advisory arm develops, Gorospe Financial Advisory is focused on building a client-centered practice that emphasizes transparency, long-term relationships, and tailored financial strategies. Team members have the opportunity to help shape processes, services, and best practices from the ground up. The firm values integrity, professional development, and collaboration, offering a setting where advisors can contribute to both client success and organizational growth.

Role Description This is a full-time or part-time remote role for a Financial Advisor. The Financial Advisor will provide personalized financial guidance to individuals and businesses, including assessing client goals, analyzing current financial situations, and developing comprehensive financial plans. Day-to-day responsibilities include advising on investment options, retirement planning strategies, and overall financial management, as well as monitoring client portfolios and adjusting recommendations as conditions change. The role involves regular virtual meetings with clients, preparing reports and proposals, maintaining compliant documentation, and staying up to date with market trends and regulatory changes. The advisor will also collaborate with internal team members to refine service offerings and support the firm’s emerging business structure.

Qualifications

• Ability to provide comprehensive Financial Planning and Financial Advisory services, tailored to diverse client needs.
• Strong foundation in Finance and Investments, including risk assessment and portfolio construction.
• Experience supporting clients with Retirement Planning strategies and long-term wealth management.
• Excellent communication and relationship-building skills, with a client-focused and ethical approach.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (such as CFP® or equivalent) are a plus.
• Comfort working in a remote environment, with strong organizational skills and the ability to manage multiple client engagements.
• Proficiency with financial planning software, spreadsheet tools, and virtual meeting platforms.
• Commitment to ongoing professional development and staying current with financial regulations and market developments.