Financial Advisor - Greater Los Angeles and Surrounding area
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Greater Los Angeles): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christians with an accent on guiding financial clarity and empowering lives of service and faith. Focus on developing long-term client relationships, leveraging networks for appointments, and delivering financial workshops.
Location: Greater Los Angeles and Surrounding area
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 guiding clients to financial clarity through personal, actionable advice.
- Connect clients to products, programs, and resources for building, growing, and protecting financial well-being.
- Develop and maintain long-term relationships based on trust, serving clients in your chosen community across generations.
- Secure client appointments via networking, 's reputation, and award-winning financial workshops.
- 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.
Nice to have
- Experience in sales, business management, education, ministry, hospitality, or military.
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), retiree medical plans.
- Ongoing support, training, well-being programs, gift matching, and community engagement membership programs.
- Collaborative culture focused on success, flexibility, and work-life balance.
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