Financial Advisor - Fargo/Moorhead and Surrounding Areas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor: Build 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 developing client networks, delivering workshops, and connecting to products in local communities.
Location: Fargo/Moorhead and Surrounding Areas (USA). 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 a financial practice guiding clients on financial clarity and lives of service.
- Provide personal, actionable advice and connect clients to products.
- Develop long-term relationships based on trust in your community.
- Secure appointments via networking, workshops, and marketing.
- Control your schedule for work-life balance.
- Collaborate 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.
- Strong interpersonal skills, motivated by helping others.
Nice to have
- Experience in sales, business management, education, ministry, hospitality, or military.
Culture & Benefits
- Up to 14 weeks paid training and onboarding.
- Unlimited earning via commissions, bonuses, incentives, recurring revenue.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing support, training, well-being programs.
- Gift matching and volunteer programs.
- Collaborative culture focused on success and generosity.
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