Team Based Financial Advisor - Mississippi Valley Associates

TL;DR

Team Based Financial Advisor - Mississippi Valley Associates (Financial Services): Joining an existing team to obtain licenses, complete training, and build a book of business through client meetings and local networking with an accent on empowering clients in education, investments, insurance, and retirement planning. Focus on developing advisor skills via joint fieldwork, relationship building, and community engagement to transition to full financial advisor role within 3 months to 3 years.

Location: US-based with resident state licenses required, local fieldwork and networking in Mississippi Valley area

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization serving over 2.3 million clients with advice, insurance, investments, banking, and generosity programs.

What you will do

• Obtain necessary licenses including resident state Life/Health/Annuity, Securities Industry Essentials, and Series 6/63 or 7/66 over 8-13 weeks.
• Complete comprehensive training program up to 8 weeks post-licensing.
• Meet potential clients to build genuine long-term relationships based on shared values.
• Empower clients to make informed financial decisions on education, investments, insurance, and retirement.
• Build personal network through local nonprofits, churches, and businesses.
• Develop skills and best practices through team support and joint fieldwork.

Requirements

• US resident state eligibility for financial licenses
• Local presence for fieldwork and community networking in Mississippi Valley area
• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve their goals.
• Strong interpersonal skills as a natural coach or guide.
• Passionate about generosity and serving communities where clients live, work, and worship.

Culture & Benefits

• Stable income through individual/team commissions and incentive pay.
• Medical, dental, and vision insurance.
• Disability, accidental death, and dismemberment insurance.
• 401(k) and pension opportunities.
• Access to unique client engagement tools for community impact.
• Diverse career backgrounds welcomed including sales, management, education, ministry.