Financial Advisor (Fintech)

TL;DR

Financial Advisor (Fintech): Providing expert financial advice, investments, and insurance to help clients build and protect their financial well-being with an accent on purpose-based advice and generosity. Focus on building a local financial practice, managing client relationships, and conducting financial workshops.

Location: Must be based in or be able to serve clients in Worcester, MA and surrounding areas

Company

A Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with a focus on faith-based financial futures.

What you will do

• Build a financial practice guiding clients toward financial clarity, service, and faith.
• Provide actionable advice and connect clients to investments, insurance, and banking products.
• Develop and maintain long-term, trust-based relationships within the local community.
• Generate client appointments through networking and delivering award-winning financial workshops.
• Collaborate with organizational specialists in business development, marketing, and technology to grow your business.

Requirements

• Bachelor’s degree or equivalent professional experience.
• Attainment of FINRA SIE, life and health licenses before contracting.
• Satisfactory background check, fingerprinting, and securities registration verification.
• Ability to work and serve clients in the Worcester, MA and surrounding region.

Nice to have

• Background in outside sales, business management, education, ministry, hospitality, or military.

Culture & Benefits

• Unlimited earning potential through commissions, bonus opportunities, and incentive pay.
• Comprehensive benefits including medical, dental, vision, disability, and AD&D insurance.
• Financial security via Pension and 401(k) plans.
• Up to 14 weeks of paid training and coaching for state insurance licenses and FINRA registrations.
• Well-being programs and a gift matching program for nonprofit contributions.