9 дней назад
Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Financial Services): Building a client-focused financial practice in Jamestown by providing purpose-based advice on investments, insurance, banking, and generosity programs with an accent on long-term relationships, community service, and client financial well-being. Focus on developing client networks, delivering financial workshops, and completing required insurance licenses and securities registrations.
Location: Jamestown, North Dakota, United States
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity programs to more than 2.4 million clients.
What you will do
- Build a financial practice focused on helping Christian clients achieve financial clarity and live generously.
- Provide personal, actionable advice and connect clients with relevant financial products and programs.
- Develop long-term client relationships based on trust and understanding within the local community.
- Generate client appointments through networking, marketing, and financial workshops.
- Build and manage an independent schedule while collaborating with specialists in business development, marketing, technology, engagement, and advisory services.
Requirements
- Bachelor’s degree or equivalent experience.
- Self-discipline, independence, interpersonal skills, motivation to help others, and a service-oriented mindset.
- FINRA SIE, life and health licenses are required before contracting for licensed roles.
- Satisfactory background check, fingerprinting, and applicable securities registration or insurance licensing verification.
- Relevant experience may come from sales, business management, education, ministry, hospitality, military service, or other client-focused fields.
Culture & Benefits
- Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
- Unlimited earning potential through biweekly base commissions, bonuses, incentives, recurring revenue, and qualifying planning fees.
- Medical, dental, vision, disability, and accidental death and dismemberment insurance.
- Pension, 401(k), and retiree medical plans.
- Ongoing professional development, well-being programs, gift matching, and volunteer support.
- Flexible scheduling, collaborative support, and access to experienced advisors and organizational specialists.
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