Financial Advisor - Sacramento Metro and Surrounding area

TL;DR

Financial Advisor: Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity programs with an accent on personal, actionable advice and long-term client relationships. Focus on developing genuine connections in your community, leveraging networks for appointments and delivering financial workshops.

Sacramento Metro 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 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.
• Secure appointments using your network, hirify.global’s reputation and financial workshops.
• Control your schedule for work-life balance in a collaborative culture with specialist support.

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 to succeed with strong interpersonal skills.
• Motivated by helping others achieve goals and passionate about generosity.

Culture & Benefits

• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical plans.
• Up to 14 weeks paid training and coaching for licenses and onboarding.
• Ongoing support from specialists in business development, marketing, technology and more.
• Well-being programs, gift matching for nonprofits and membership programs for community impact.