Financial Advisor - Nashville

TL;DR

Financial Advisor (Financial Services): Build a financial practice providing purpose-based 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 networks for appointments and delivering financial workshops.

Nashville, TN. Serve clients in your chosen local 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 financial clarity and purpose-based advice.
• Provide actionable advice and connect clients to hirify.global products and programs.
• Develop and maintain long-term relationships based on trust in your community.
• Secure client appointments through your network, workshops and marketing.
• Control your schedule for work-life balance in a collaborative culture.
• Receive 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 and driven to succeed.
• Strong interpersonal skills as a natural coach or guide.
• Passionate about generosity and serving others.

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.