Financial Advisor - Grand Forks and Surrounding Areas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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 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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