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9 дней назад

Financial Advisor

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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