Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs

TL;DR

Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to guide Christians toward financial clarity. Focus on developing long-term client relationships, delivering financial workshops, and leveraging networks for client acquisition in local communities.

Location: Houston Metro area and Surrounding Eastern Suburbs

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 and grow a financial practice guiding clients on financial clarity through purpose-based advice.
• Provide actionable advice and connect clients to hirify.global products including investments, insurance, banking and generosity programs.
• Develop long-term relationships based on trust, serving clients across generations in your community.
• Secure client appointments via networking, financial workshops and marketing your practice.
• Control your schedule for work-life balance while collaborating with specialists in business development, marketing and technology.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged
• Attainment of 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 passionate about generosity and serving communities.

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical plans.
• Ongoing support, training, well-being programs and professional growth opportunities.
• Gift matching for nonprofits, volunteer programs and membership to engage with clients and community.