Financial Advisor - Lubbock

TL;DR

Financial Advisor (Lubbock): 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 leveraging networks for client acquisition, delivering financial workshops, and empowering lives through actionable planning.

Location: Lubbock, Texas (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

• Build and grow a financial practice guiding clients to financial well-being through personalized advice and hirify.global products.
• Develop long-term client relationships based on trust, serving multiple generations in your community.
• Secure appointments via networking, reputation, workshops, and marketing your practice.
• Control your schedule for work-life balance while collaborating with specialists in business development, marketing, and technology.
• Provide actionable advice connecting clients to investments, insurance, banking, and generosity programs.

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 and coaching skills.
• Motivated by helping others achieve goals and living a life of 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, recurring revenue, and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
• Ongoing support, professional growth, well-being programs, gift matching, and community engagement.
• Collaborative culture focused on success, flexibility, and work-life balance.