Financial Advisor - Dallas/Tyler

TL;DR

Financial Advisor (Dallas/Tyler): Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christians with an accent on financial clarity and long-term client relationships. Focus on developing genuine trust-based connections, delivering workshops, and leveraging networks in local communities.

Location: Dallas/Tyler area, serve clients in chosen community

Company

Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with advice, insurance, investments, banking and generosity products.

What you will do

• Build financial practice guiding clients to financial clarity and lives of service.
• Provide actionable advice and connect clients to hirify.global products and programs.
• Develop long-term relationships based on trust in your community.
• Secure appointments via networking, workshops and marketing.
• Control your schedule for work-life balance.
• Collaborate with specialists in business development, marketing and technology.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged.
• Attain FINRA SIE, life and health licenses before contracting.
• Satisfactory background check, fingerprinting and licensing verification.
• Self-disciplined, independent, driven to succeed.
• Strong interpersonal skills, motivated by helping others.

Nice to have

• Experience in sales, business management, education, ministry or military.

Culture & Benefits

• Up to 14 weeks paid training for licenses and onboarding.
• Unlimited earning via commissions, bonuses, incentives and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
• Ongoing support, training and professional growth.
• Well-being programs and gift matching for nonprofits.
• Membership programs to engage community.