Financial Advisor - Ft. Lauderdale/Miami/Boca Raton

TL;DR

Financial Advisor (Financial Services): Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity programs with an accent on personal relationships and community service. Focus on providing actionable advice, developing long-term client relationships across generations, and leveraging networks for client acquisition.

Location: Ft. Lauderdale/Miami/Boca Raton (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 products.

What you will do

• Build a financial practice by guiding clients on financial clarity and empowering lives of service and faith.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust, serving clients in your community across generations.
• Secure client appointments through your network, 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; satisfactory background check, fingerprinting and securities/insurance licensing.
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others, natural coach or guide, passionate about generosity and serving communities where clients live, work and worship.

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses (life, health, variable contracts), Series 7 and 66, and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans; well-being programs.
• Ongoing support, training, professional growth; gift matching and volunteer programs.
• Collaborative culture with colleagues and specialists supporting your success.