Financial Advisor

TL;DR

Financial Advisor (Financial Services): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to guide clients toward financial clarity with an accent on empowering lives of service and faith. Focus on developing long-term client relationships, leveraging networks for appointments, and delivering financial workshops.

Location: Green Bay, WI and Surrounding Areas

Company

Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with advice, insurance, investments, banking, and generosity products.

What you will do

• Build a financial practice guiding clients on financial clarity and purpose-based planning.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships in your chosen community.
• Secure client appointments through networking, workshops, and marketing your practice.
• Control your schedule for work-life balance while collaborating with specialists.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged
• Attainment of FINRA SIE, life and health licenses before contracting
• Satisfactory background check, fingerprinting, and securities/insurance licensing verification
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others achieve goals and passionate about generosity.

Nice to have

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

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), and retiree medical plans.
• Ongoing support, training, well-being programs, and professional growth opportunities.
• Gift matching, volunteer programs, and membership to engage with community.