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1 месяц назад

Financial Advisor - South Central MN/Austin/Albert Lea/Owatonna

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR

Financial Advisor (Financial Services): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christian clients with an accent on empowering financial clarity and lives of service. Focus on developing long-term client relationships, leveraging networks for appointments, and delivering financial workshops.

Location: South Central MN/Austin/Albert Lea/Owatonna – 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

  • Guide clients to financial clarity through personal, actionable advice and connect them to hirify.global products.
  • Develop and maintain long-term relationships based on trust, serving generations in your community.
  • Make client appointments using your network, hirify.global’s reputation, and financial workshops.
  • Control your schedule for work-life balance while building your practice.
  • Collaborate with specialists in business development, marketing, technology, and experienced advisors.

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 passionate about generosity and service.

Culture & Benefits

  • Up to 14 weeks paid training and coaching for licenses and onboarding.
  • Unlimited earning potential via commissions, bonuses, incentives, recurring revenue, and planning fees.
  • Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
  • Ongoing support, training, well-being programs, gift matching, and community engagement.
  • Collaborative culture focused on success and work-life balance.

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