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Financial Advisor - Lake County and Surrounding Areas (Fintech)

Формат работы
onsite
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 - 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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