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Financial Advisor - Greater Los Angeles and Surrounding area

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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Описание вакансии

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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 hirify.global 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, hirify.global'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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