Financial Advisor - Mt Vernon/Ferndale/Bellingham WA

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 long-term relationships. Focus on developing client networks, delivering financial workshops and leveraging organizational support to grow your business.

Location: Mt Vernon/Ferndale/Bellingham, WA. 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 products.

What you will do

• Build a financial practice guiding clients to financial clarity through purpose-based advice.
• Provide personal, actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term client relationships based on trust.
• Make client appointments via networking, workshops and marketing your practice.
• Control your schedule for work-life balance in a collaborative culture.
• Leverage support from 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 securities/insurance licensing verification.
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others achieve goals and living a life of generosity.

Nice to have

• Experience from sales, business management, education, ministry, hospitality or military.

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives and recurring revenue.
• Medical, dental, vision, disability insurance, pension, 401(k) and retiree medical.
• Ongoing support, training and professional growth opportunities.
• Well-being programs and gift matching for nonprofits.
• Membership programs to connect with clients and community.