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9 дней назад

Financial Advisor II (Financial Services)

Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
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 II (Financial Services): Building and growing a client-focused financial advisory practice through purpose-based advice, investments, insurance, banking, and generosity programs with an accent on long-term relationships, financial education, and community service. Focus on guiding clients toward financial clarity, developing a practice through appointments and workshops, and completing required licensing and registration requirements.

Location: Remote; the role requires U.S. state insurance licenses and FINRA registrations.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization serving more than 2.4 million clients through advice, insurance, investments, banking, and generosity products and programs.

What you will do

  • Build a financial advisory practice serving Christians in their communities.
  • Provide personal, actionable, and achievable advice and connect clients with hirify.global products and programs.
  • Develop and maintain long-term client relationships across generations.
  • Schedule client appointments through personal networks and hirify.global’s reputation, deliver financial workshops, and market the practice.
  • Build the business with support from specialists in business development, marketing, technology, engagement, and financial advising.

Requirements

  • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
  • Attainment of FINRA SIE, life, and health licenses before contracting for licensed roles.
  • Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.
  • Self-discipline, independence, drive to succeed, motivation to help others, strong interpersonal skills, and a service-oriented mindset.
  • Willingness to become part of the communities where clients live, work, and worship.

Culture & Benefits

  • Remote work with schedule flexibility and an emphasis on work-life balance.
  • Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
  • Unlimited earning potential through biweekly base commissions, bonuses, incentive pay, recurring revenue streams, and qualifying planning fees.
  • Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
  • Ongoing support, professional growth opportunities, well-being programs, gift matching, volunteer programs, and membership programs.

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