Financial Advisor - Minot & Surrounding Areas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Minot & Surrounding Areas): Build a financial practice providing purpose-based advice, investments, insurance, and banking to guide clients toward financial clarity and generosity with an accent on long-term relationships and community service. Focus on leveraging networks, delivering workshops, and connecting clients to products for impactful financial well-being.
Location: Minot & Surrounding Areas (USA). Serve clients in your chosen community.
Company
Fortune 500 not-for-profit membership-owned 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 financial clarity through purpose-based advice.
- Provide actionable advice and connect clients to products and programs.
- Develop and maintain long-term client relationships based on trust in your community.
- Secure appointments via networking, reputation, workshops, and marketing your practice.
- Control your schedule for work-life balance while collaborating with specialists.
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, with strong interpersonal and coaching skills.
- Passionate about serving others and living generously.
Nice to have
- Experience in sales, business management, education, ministry, hospitality, or military.
Culture & Benefits
- Up to 14 weeks paid training and onboarding support.
- Unlimited earning via commissions, bonuses, incentives, recurring revenue, and planning fees.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing training, well-being programs, gift matching, and community engagement.
- Collaborative culture with specialist support in business development, marketing, technology.
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