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2 дня назад

Financial Advisor - Orange County

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 (Orange County): 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 connecting clients to hirify.global products.

Location: Orange County area; 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-based planning.
  • Provide personal, actionable advice and connect clients to hirify.global products like investments, insurance, and banking.
  • Develop long-term client relationships across generations based on trust.
  • Secure appointments through personal networks, financial workshops, and marketing.
  • Control your schedule for work-life balance while collaborating with specialists in business development, marketing, and technology.

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 potential via commissions, bonuses, incentives, and recurring revenue.
  • Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
  • Ongoing support, training, well-being programs, and professional growth opportunities.
  • Gift matching for nonprofits and membership programs for community engagement.

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