Financial Advisor - Decatur GA
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christian clients with an accent on empowering financial clarity and long-term relationships. Focus on leveraging networks for client acquisition, delivering financial workshops and connecting clients to products.
Location: Decatur, GA – serve clients in local 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
- Guide clients to financial clarity through personal, actionable advice and products.
- Develop and maintain long-term relationships across generations in your community.
- Acquire clients via networking, reputation, workshops and marketing your practice.
- Control your schedule for work-life balance while building your business.
- Collaborate with specialists in business development, marketing, technology and more.
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 living generously.
Culture & Benefits
- Up to 14 weeks paid training and coaching for licenses and onboarding.
- Unlimited earning via commissions, bonuses, incentives, recurring revenue and planning fees.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing support, training, well-being programs and professional growth.
- Gift matching, volunteer programs and membership for community impact.
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