Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
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, and banking to guide Christians toward financial clarity with an accent on long-term relationships and community service. Focus on developing client networks, delivering financial workshops, and leveraging products for client success.
Location: Central Iowa/Des Moines/Ames/Fort Dodge
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 serving clients in your community with personalized advice.
- Connect clients to products including investments, insurance, banking, and generosity programs.
- Develop long-term relationships across generations based on trust and understanding.
- Secure client appointments through networking, 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
- 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
- Up to 14 weeks paid training and coaching for licenses and onboarding.
- Unlimited earning potential via commissions, bonuses, incentives, and recurring revenue.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing support, professional growth, well-being programs.
- Gift matching, volunteer programs, membership for community engagement.
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