Financial Advisor - Colorado Springs
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Colorado Springs): Build a financial practice providing purpose-based advice, investments, insurance, and banking to guide Christians toward financial clarity with an accent on generosity and long-term relationships. Focus on networking, delivering workshops, and empowering clients through actionable planning and community engagement.
Location: Colorado Springs; serve clients in your chosen 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 lives of service.
- Provide personal, actionable advice and connect clients to products and programs.
- Develop long-term relationships based on trust, serving clients across generations in your community.
- Secure appointments via networking, 's reputation, and award-winning financial workshops.
- 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 skills.
- Motivated by helping others achieve goals and passionate about generosity.
Culture & Benefits
- Up to 14 weeks paid training and coaching for licenses and onboarding.
- Unlimited earning potential via commissions, bonuses, incentives, recurring revenue, and planning fees.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
- Ongoing support, training, well-being programs, gift matching, and community engagement membership programs.
- Collaborative culture with flexibility and professional growth opportunities.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →