Financial Advisor - South Central MN/Austin/Albert Lea/Owatonna
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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 products.
- Develop and maintain long-term relationships based on trust, serving generations in your community.
- Make client appointments using your network, ’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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