Financial Advisor - Minneapolis/St Paul - North Metro
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Financial Services): 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 developing client networks, delivering workshops, and creating personalized financial plans.
Location: Minneapolis/St Paul - North Metro. 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 and grow a financial practice guiding clients on financial clarity and purpose.
- Provide actionable advice and connect clients to products and programs.
- Develop long-term relationships based on trust within local communities.
- Secure 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.
- 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, with strong interpersonal and coaching skills.
- Passionate about serving others and living generously.
Culture & Benefits
- Up to 14 weeks paid training and onboarding support.
- Unlimited earning potential via commissions, bonuses, incentives, and recurring revenue.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing training, well-being programs, gift matching, and community engagement.
- Collaborative culture with flexibility and professional growth opportunities.
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