Team-Based Financial Advisor - Kelly Banner Team

Location: Wisconsin - Kenosha; Wisconsin - Racine

Compensation: $24,000 plus commission.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

• Learn the operation of the financial services practice through mentorship, coaching, training, and joint fieldwork with Lead Advisors.
• Meet new and existing clients, build a book of business, and grow long-term relationships.
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients and contracts.
• Position products, services, and strategies to help clients gain financial clarity.
• Participate in client-attraction events and provide financial education to the local community.
• Research and respond to client inquiries, prepare and document meetings, use advice tools, and collaborate with Lead Advisors on complex scenarios.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.
• Willingness to study for and obtain necessary licenses during the first 8 to 13 weeks, which may include Resident State Life, Health and Annuity; SIE; Series 6 and 63, 7 and 66, or 7, 63 and 65.

Culture & Benefits

• Income stability and a structured focus on learning and development before transitioning toward a traditional financial advisor role.
• Comprehensive six-week training program available after licensing.
• Medical, dental, and vision insurance.
• Disability, accidental death and dismemberment insurance, plus 401(k) and pension opportunities.
• Ongoing support, professional training, growth opportunities, well-being programs, and community-focused membership and volunteer programs.
• Performance-based commission opportunities with additional compensation for bringing in new business.