9 дней назад
Team Based Financial Advisor - Perryville, MO (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Team Based Financial Advisor - Perryville, MO (Financial Services): Building a client-focused financial advisory practice for Christians through personalized advice, investments, insurance, banking, and generosity programs with an accent on long-term relationships, community service, and practice development. Focus on guiding clients toward financial clarity, developing a local client network, completing securities and insurance licensing, and growing a commission-based practice.
Location: Perryville, Missouri, United States; serve clients in the chosen community.
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity programs to Christian clients.
What you will do
- Build a financial advisory practice that helps clients pursue financial clarity and live generously.
- Provide personalized, actionable advice and connect clients with products and programs.
- Develop long-term client relationships based on trust and understanding.
- Build a local network, schedule client appointments, conduct financial workshops, and market the practice.
- Collaborate with specialists in business development, marketing, technology, engagement, and financial advising.
Requirements
- Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
- Self-discipline, independence, drive, strong interpersonal skills, and motivation to help others.
- FINRA SIE, life and health licenses before contracting for the licensed role.
- Successful background check, fingerprinting, and applicable securities registration or insurance licensing verification.
- Ability to serve clients in the Perryville community.
Culture & Benefits
- Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
- Flexible schedule with an emphasis on work-life balance.
- Commission-based earning potential with biweekly commissions, bonuses, incentives, recurring revenue, and qualifying planning fees.
- Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
- Ongoing training, professional growth support, well-being programs, gift matching, and volunteer programs.
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