Financial Advisor - Chattanooga

TL;DR

Financial Advisor (Financial Services): Build a financial practice providing purpose-based financial advice, investments, insurance, banking and generosity programs with an accent on empowering clients' financial well-being and faith-driven service. Focus on developing long-term trust-based relationships, leveraging networks for client acquisition and delivering financial workshops.

Location: Chattanooga, USA. Serve clients in your chosen community.

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 a financial practice guiding clients to financial clarity and lives of service.
• Provide personal, actionable advice and connect clients to hirify.global products.
• Develop and maintain long-term relationships based on trust.
• Secure client appointments through networking, workshops and marketing.
• Control your schedule for work-life balance.
• Collaborate 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.
• Satisfactory background check, fingerprinting and licensing verification.
• US-based: Series 7 and 66 registrations required

Nice to have

• Self-disciplined, independent and driven.
• Strong interpersonal and coaching skills.
• Experience in sales, business management, education or ministry.
• Passion for generosity and community service.

Culture & Benefits

• Up to 14 weeks paid training and onboarding.
• Unlimited earning potential via commissions, bonuses and incentives.
• Medical, dental, vision, disability insurance; 401(k), pension, retiree medical.
• Ongoing support, training and professional growth.
• Well-being programs and gift matching for nonprofits.
• Collaborative culture focused on success and work-life balance.