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2 дня назад

Financial Advisor - Grand Forks and Surrounding Areas

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR

Financial Advisor (Finance): Provide expert financial advice, investments, insurance, banking, and generosity programs to Christian clients with an accent on purpose-based guidance and long-term relationship building. Focus on developing a practice through client networking, workshops, and personalized planning.

Location: Grand Forks and Surrounding Areas (USA)

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 to financial clarity and lives of service.
  • Provide personal, actionable advice and connect clients to hirify.global products.
  • Develop long-term relationships in your chosen community based on trust.
  • Secure appointments via networking, workshops, and marketing your practice.
  • Control your schedule for work-life balance with specialist support.

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 achieve goals and living generously

Nice to have

  • Experience in sales, business management, education, ministry, hospitality, or military

Culture & Benefits

  • Up to 14 weeks paid training and onboarding support
  • Unlimited earning via commissions, bonuses, incentives, and recurring revenue
  • Medical, dental, vision, disability insurance; pension, 401(k), retiree medical
  • Well-being programs, gift matching, volunteer support, and community engagement
  • Collaborative culture with business development, marketing, and advisor support

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