Financial Advisor - Bemidji
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor: Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity with an accent on empowering lives of service and faith. Focus on providing actionable advice, developing long-term client relationships and leveraging networks for client acquisition in local communities.
Location: Bemidji, US - serve clients in your chosen local 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 connecting them to products.
- Develop and maintain long-term relationships based on trust across generations.
- Make client appointments using your network, workshops and marketing.
- Control your schedule for work-life balance while collaborating with specialists.
- Leverage support in business development, marketing, technology and more.
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 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) and retiree medical plans.
- Up to 14 weeks paid training and ongoing professional development.
- Well-being programs, gift matching and community engagement opportunities.
- Collaborative culture with support from specialists across the organization.
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