Financial Advisor - Rooted Financial Advisors

TL;DR

Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christians with an accent on empowering financial clarity and lives of service. Focus on developing long-term client relationships, delivering workshops, and leveraging networks for client acquisition.

Location: Cincinnati, OH. 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 products.

What you will do

• Build a financial practice guiding clients to financial clarity through purpose-based advice.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust across generations.
• Make client appointments via networking, workshops, and marketing your practice.
• Control your schedule for work-life balance while collaborating with specialists.

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 and passionate about generosity.

Culture & Benefits

• Unlimited earning potential via commissions, bonuses, incentives, and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
• Up to 14 weeks paid training and ongoing support for professional growth.
• Well-being programs, gift matching, volunteer support, and community engagement.
• Collaborative culture with flexibility and work-life balance.