Financial Advisor - Grand Rapids, MI and Surrounding Area

TL;DR

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

Grand Rapids, MI and Surrounding Area – 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 guiding clients on journeys to financial clarity.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust.
• Secure client appointments through your network, reputation and financial workshops.
• Control your schedule for work-life balance.
• Collaborate with specialists in business development, marketing, technology and more.

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 and driven to succeed.
• Strong interpersonal skills and passion for helping others through service.

Nice to have

• Experience from sales, business management, education, ministry, hospitality or military.
• Part of communities where clients live, work and worship.

Culture & Benefits

• Unlimited earning potential via commissions, bonuses, incentives and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical.
• Up to 14 weeks paid training and ongoing professional development.
• Well-being programs for physical, emotional and financial health.
• Gift matching for nonprofits and volunteer programs.
• Collaborative culture with support from experienced advisors and specialists.