Financial Advisor - Ventura County

TL;DR

Financial Advisor (Ventura County): Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity with an accent on personal actionable advice and long-term client relationships. Focus on leveraging networks for client acquisition, delivering financial workshops and developing genuine multi-generational connections.

Location: Ventura County, USA. 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 a financial practice empowering clients' lives of service and faith.
• Provide personal, actionable advice and connect clients to hirify.global products.
• Develop and maintain long-term relationships based on trust.
• Secure client appointments via your network, 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.
• Attainment of FINRA SIE, life and health licenses before contracting.
• Satisfactory background check, fingerprinting and licensing verification.
• Self-disciplined, independent and driven to succeed.
• Strong interpersonal skills and passion for helping others.

Nice to have

• Experience from sales, business management, education, ministry or military.
• Seasoned financial professional background.

Culture & Benefits

• Up to 14 weeks paid training for licenses, Series 7/66 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.
• Collaborative culture focused on success and community impact.