10 часов назад
Financial Advisor (Finance)
90 198 - 165 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Finance): Providing purpose-based financial advice, investments, insurance, banking, and generosity programs for Christian clients with an accent on long-term relationship building, financial guidance, and community service. Focus on developing a financial practice, securing client appointments, marketing advisory workshops, and completing required licensing and registrations.
Location: Burnsville, Minnesota, United States
Compensation: Average total compensation of $90,198 during the first three years; top Financial Advisors exceed $165,000 during their first three years. Compensation consists of commissions, bonuses, and incentives.
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization serving Christians through advice, insurance, investments, banking, and generosity programs.
What you will do
- Build a financial advisory practice for Christian clients in the local community.
- Provide personal, actionable financial advice and connect clients with relevant products and programs.
- Develop and maintain long-term client relationships based on trust and understanding.
- Generate client appointments through networking, workshops, and marketing.
- Manage a flexible schedule while building the practice and serving clients.
- Work with specialists in business development, marketing, technology, engagement, and financial advising.
Requirements
- Bachelor’s degree or equivalent experience.
- FINRA SIE and life and health licenses are required before contracting for licensed roles.
- Satisfactory background check, fingerprinting, and applicable securities registration or insurance licensing verification are required.
- Self-discipline, independence, drive, strong interpersonal skills, and motivation to help clients achieve their goals.
- Ability to serve the communities where clients live, work, and worship.
Culture & Benefits
- Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
- Unlimited earning potential through commissions, bonuses, incentive pay, recurring revenue, and qualifying planning fees.
- Medical, dental, vision, disability, and accidental death and dismemberment insurance.
- Pension, 401(k), and retiree medical plans.
- Ongoing training, professional growth support, well-being programs, and flexible scheduling.
- Gift matching and volunteer programs supporting eligible nonprofit organizations and community service.
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