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3 дня назад

Financial Advisor - West Advisor Group

Формат работы
remote (только USA)
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 - West Advisor Group (Financial Planning and Insurance): Building a financial advisory practice that helps Christian clients achieve financial clarity through purpose-based advice, investments, insurance, banking, and generosity programs with an accent on personalized guidance and long-term client relationships. Focus on developing a client network, delivering financial workshops, obtaining required licenses and registrations, and growing a practice through commissions and incentives.

Location: Remote; the role requires US 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 focused on helping Christian clients achieve financial clarity and pursue lives of service and faith.
  • Provide personal, actionable, and achievable advice and connect clients with hirify.global products and programs.
  • Develop and maintain genuine, long-term relationships with clients across generations.
  • Build a client network, schedule appointments, deliver financial workshops, and market the practice.
  • Control the work schedule while developing the business with support from business development, marketing, technology, engagement, and experienced advisor specialists.

Requirements

  • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
  • Before contracting, attain the FINRA SIE and life and health licenses for the licensed role.
  • Pass a satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification where applicable.
  • Demonstrate self-discipline, independence, drive to succeed, motivation to help others, strong interpersonal skills, and a service-oriented approach.

Culture & Benefits

  • 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 dedicated planning fees for qualifying advisors.
  • Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
  • Ongoing support, training, professional growth opportunities, and well-being programs.
  • Gift matching, volunteer programs, and membership programs supporting community engagement and service.
  • Collaborative culture with schedule flexibility and work-life balance.

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