Financial Advisor - San Antonio and Surrounding areas

TL;DR

Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christians with an accent on guiding clients to financial clarity and empowering lives of service and faith. Focus on developing long-term client relationships, delivering financial workshops and leveraging networks in local communities.

Location: San Antonio and Surrounding areas

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 connecting them to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust in your chosen community.
• Make client appointments through networking, financial workshops and marketing 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
• Attainment of FINRA SIE, life and health licenses before contracting
• Satisfactory background check, fingerprinting and securities/insurance licensing verification
• 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, Series 7/66 and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance, pension, 401(k) and retiree medical plans.
• Ongoing support, training, well-being programs and professional growth opportunities.
• Gift matching, volunteer programs and membership to engage with clients and community.