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6 дней назад

Team-Based Financial Advisor - Gateway Financial

50 000 - 70 000$
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
Team-Based Financial Advisor - Gateway Financial (Financial Services): Building client relationships and developing financial advice, insurance, investment, and retirement-planning business with an accent on mentorship, licensing, and joint fieldwork. Focus on creating recommendations, servicing client accounts, growing a book of business, and addressing complex financial scenarios with Lead Advisors.

Location: Saint Louis, Missouri, United States; in-office five days per week. The practice serves Missouri clients.

Salary range: $50,000–$70,000, including bonus and incentives.

Company

hirify.global is a Fortune 500, membership-owned financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

  • Learn the full operation of the financial services practice through mentorship, coaching, training, and joint fieldwork.
  • Meet with new and existing clients to build relationships and develop a book of business focused on financial clarity and retirement transitions.
  • Recommend and sell appropriate products, complete applications, write recommendations, and service existing client contracts.
  • Use advice tools and platforms such as Salesforce, Money Guide Pro, and What-If Tax.
  • Participate in client events and community financial education initiatives.
  • Research client inquiries, prepare and document meetings, and collaborate with Lead Advisors on complex scenarios.

Requirements

  • Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
  • Strong computer aptitude and familiarity with business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
  • Ability to manage multiple tasks, maintain high-quality work during frequent interruptions, and protect confidential information.
  • Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, when applicable.
  • Ability to work in the Saint Louis office five days per week.

Nice to have

  • Previous financial services experience or experience as a career changer seeking entry into the industry.

Culture & Benefits

  • Mentorship and support from experienced financial advisors and Lead Advisors.
  • Initial licensing study and training over approximately 8–13 weeks, followed by an optional comprehensive six-week training program.
  • Medical, dental, and vision insurance.
  • Disability and accidental death and dismemberment insurance, plus 401(k) and pension opportunities.
  • Ongoing professional development, well-being programs, gift matching, and volunteer support.

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