Financial Advisor - Pueblo

TL;DR

Financial Advisor (Pueblo): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christians in the local community with an accent on long-term relationships and financial clarity. Focus on developing client networks, delivering workshops, and empowering lives of service and faith.

Location: Pueblo, USA; must obtain state insurance licenses and FINRA registrations (SIE, Series 7, 66); 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 financial practice guiding clients to clarity through personal advice and hirify.global products.
• Develop and maintain long-term client relationships across generations based on trust.
• Secure appointments via personal network, workshops, and marketing.
• Control schedule for work-life balance while collaborating with specialists.
• Leverage support in business development, marketing, technology, and engagement.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged.
• FINRA SIE, life and health licenses before contracting; satisfactory background check and fingerprinting.
• Self-disciplined, independent, driven; strong interpersonal skills; motivated by helping others.
• Passionate about generosity and serving communities where clients live, work, and worship.

Culture & Benefits

• Up to 14 weeks paid training and onboarding for licenses and registrations.
• Unlimited earning via commissions, bonuses, incentives, recurring revenue, and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
• Well-being programs, gift matching, volunteer support, and membership programs.
• Collaborative culture with ongoing training and professional growth opportunities.