Financial Advisor - Rochester MN

TL;DR

Financial Advisor - Rochester MN (Financial Services): Build a financial practice providing expert advice on investments, insurance, banking and generosity programs with an accent on purpose-based guidance for Christians achieving financial clarity. Focus on developing long-term client relationships, delivering financial workshops and leveraging personal networks in the local community.

Onsite in Rochester, MN; serve clients in 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 a financial practice guiding clients to financial clarity and lives of service.
• Provide personal, actionable advice and connect clients to hirify.global products.
• Develop long-term relationships based on trust across generations.
• Secure appointments via networking, workshops and marketing your practice.
• Control your schedule for work-life balance in a collaborative culture.
• Leverage support from 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
• Satisfactory background check, fingerprinting and licensing verification
• Self-disciplined, independent and driven to succeed
• Strong interpersonal skills as a natural coach or guide
• Passionate about generosity and serving others

Culture & Benefits

• Up to 14 weeks paid training for licenses, Series 7/66 and onboarding
• Unlimited earning via commissions, bonuses, incentives and recurring revenue
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical
• Ongoing training, professional growth and well-being programs
• Gift matching for nonprofits and volunteer programs
• Membership programs to engage with clients and community