Financial Advisor - Northern Colorado

TL;DR

Financial Advisor (Northern Colorado): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christians with an accent on empowering financial clarity and long-term relationships. Focus on guiding clients through personalized planning, networking, and award-winning workshops.

Location: Northern Colorado – serve clients in your chosen community where they live, work, and worship.

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 to financial clarity and lives of service.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop long-term relationships based on trust, serving clients across generations.
• Secure appointments via your network, deliver financial workshops, and market 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
• Attain FINRA SIE, life and health licenses before contracting; satisfactory background check and fingerprinting
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others achieve goals and passionate about generosity.

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses (life, health, variable contracts), Series 7 and 66.
• 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.