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2 дня назад

Financial Advisor - Decatur GA

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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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 hirify.global 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 hirify.global 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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