Financial Advisor - Minneapolis/St. Paul - South Metro
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Financial Services): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christian clients with an accent on financial clarity and well-being. Focus on developing long-term relationships, delivering workshops, leveraging networks, and growing business through commissions and incentives.
Location: Minneapolis/St. Paul - South Metro. 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 programs.
What you will do
- Guide clients to financial clarity through personal, actionable advice and products.
- Build and maintain long-term relationships across generations based on trust.
- Make client appointments via networking, workshops, and marketing your practice.
- Control your schedule for work-life balance while collaborating with specialists.
- Leverage support in business development, marketing, technology, and more to grow your business.
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, with strong interpersonal skills.
- Motivated by helping others 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 for licenses and registrations.
- Unlimited earning potential 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 ongoing training and professional growth opportunities.
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