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Это стабильная роль финансового консультанта с комиссионной оплатой в крупной организации, требующая высокой степени самостоятельности в развитии бизнеса.
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Текст:
Hirify AI/Оригинал
TL;DR
Financial Advisor - Lake County and Surrounding Areas (Fintech): Building a financial advisory practice for clients in Lake County and surrounding communities through purpose-based advice, investments, insurance, banking, and generosity programs with an accent on client relationships, financial planning, and business development. Focus on guiding clients toward financial clarity, developing a local practice, earning required licenses and registrations, and delivering workshops and personalized advice.
Location: Lake County, Illinois and Libertyville, Illinois; client-facing work in the surrounding community
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 advice and connect clients with hirify.global products and programs.
Develop long-term client relationships based on trust and understanding.
Generate client appointments through personal networks, hirify.global's reputation, financial workshops, and practice marketing.
Control your schedule while building the business and collaborating with specialists in business development, marketing, technology, engagement, and advisory services.
Requirements
Bachelor's degree or equivalent experience; military veterans are encouraged to apply.
Before contracting, attain FINRA SIE and life and health licenses for the licensed role.
Pass a satisfactory background check and fingerprinting.
Complete securities registration and/or insurance licensing verification, if applicable.
Demonstrate self-discipline, independence, drive, strong interpersonal skills, and motivation to help others achieve their goals.
Nice to have
Experience in outside sales, business management, education, ministry, hospitality, military, or another background with transferable skills.
Connection to the communities where clients live, work, and worship.
Culture & Benefits
Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
Unlimited earning potential through biweekly base commissions, bonuses, incentives, recurring revenue, and qualifying planning fees; compensation is based on success.
Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
Ongoing support, training, professional growth opportunities, well-being programs, and a collaborative advisor culture.
Gift matching and volunteer programs, plus membership programs supporting client and community engagement.
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