Financial Advisor - Temecula and Surrounding Areas

TL;DR

Financial Advisor (Financial Services): Build a financial practice guiding clients on financial clarity through purpose-based advice, investments, insurance, banking and generosity programs with an accent on personal relationships and community service. Focus on developing long-term client relationships, delivering financial workshops, and leveraging networks to grow your practice.

Location: Temecula 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 a financial practice guiding Christians to financial clarity and empowering lives of service and faith.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust in your chosen community.
• Make client appointments using your network, deliver financial workshops, and market your practice.
• 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
• 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.

Culture & Benefits

• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue, and planning fees.
• Medical, dental, vision, disability insurance, pension, 401(k), and retiree medical plans.
• Ongoing training, coaching up to 14 weeks, and professional growth support.
• Well-being programs, gift matching, and membership programs for community impact.
• Collaborative culture with flexibility and support from experienced advisors.