Financial Advisor - Muskego, WI and Surrounding Areas

TL;DR

Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, and banking to guide Christians toward financial clarity with an accent on generosity and long-term relationships. Focus on developing client networks, delivering workshops, and connecting to hirify.global products in your local community.

Location: Muskego, 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 programs.

What you will do

• Build and grow a financial practice serving clients in your chosen community.
• Provide personal, actionable financial advice and connect clients to hirify.global products.
• Develop long-term relationships based on trust across generations.
• Secure appointments via 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 during onboarding.
• Satisfactory background check, fingerprinting, and licensing verification.
• Self-disciplined, independent, driven, with strong interpersonal and coaching skills.
• Motivated by helping others achieve goals through service and generosity.

Culture & Benefits

• Up to 14 weeks paid training and onboarding support.
• Unlimited earning via commissions, bonuses, incentives, and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
• Well-being programs, gift matching, volunteer support, and community engagement.
• Collaborative culture with access to business development, marketing, and tech specialists.