Financial Advisor - Abide Wealth Advisors

TL;DR

Financial Advisor: Build and grow a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christian clients with an accent on personal, actionable guidance and long-term relationship building. Focus on leveraging networks for client acquisition, delivering financial workshops and ensuring financial clarity through tailored strategies.

Location: US-based role requiring FINRA Series 7/66 registrations, state insurance licenses and ability to serve clients in chosen 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 a financial practice guiding clients to financial clarity and empowering lives of service and faith.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships across generations based on trust.
• 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
• Attainment of FINRA SIE, life and health licenses before contracting; Series 7 and 66 registrations
• Satisfactory background check, fingerprinting and licensing verification
• Self-disciplined, independent and driven to succeed
• Strong interpersonal skills and passion for helping others

Nice to have

• Experience in sales, business management, education, ministry, hospitality or military
• Part of communities where clients live, work and worship

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 for nonprofits and volunteer programs
• Collaborative culture with specialist support