Financial Advisor

TL;DR

Financial Advisor (Finance): Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to guide Christians toward financial clarity. Focus on developing long-term client relationships, leveraging networks for appointments and delivering financial workshops.

Location: Albany, NY (onsite, serve clients in local community)

Company

Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with advice, insurance, investments, banking and generosity programs.

What you will do

• Build and grow a financial practice guiding clients on financial clarity and purpose-based planning.
• Provide actionable advice and connect clients to hirify.global products like investments, insurance and banking.
• Develop long-term relationships based on trust within local communities.
• Secure client appointments through personal networks, workshops and marketing.
• Control your schedule for work-life balance while collaborating with specialists in business development, marketing and technology.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged
• FINRA SIE, life and health licenses before contracting; Series 7 and 66 registrations during onboarding
• Satisfactory background check, fingerprinting and licensing verification
• Self-disciplined, independent, driven to succeed with strong interpersonal and coaching skills.
• Passionate about serving others and living generously.

Culture & Benefits

• Up to 14 weeks paid training and onboarding support.
• Unlimited earning potential via commissions, bonuses, incentives and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical plans.
• Ongoing training, professional growth and well-being programs.
• Gift matching and volunteer programs; membership for community engagement.