Financial Advisor - North Platte, NE & Surrounding Areas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor (Financial Services): 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 appointments, delivering financial workshops and marketing your practice.
Location: North Platte, NE & Surrounding Areas
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 empowering lives of service and faith.
- Provide personal, actionable advice and connect clients to products and programs.
- Develop and maintain long-term relationships based on trust in your chosen community.
- Make client appointments using your network, ’s reputation and financial workshops.
- Control your schedule for work-life balance with support from specialists in business development, marketing and technology.
Requirements
- Bachelor’s degree or equivalent experience; military veterans encouraged
- FINRA SIE, life and health licenses before contracting; satisfactory background check, fingerprinting and securities/insurance licensing verification
- Serve clients in local communities where they live, work and worship.
- Self-disciplined, independent, driven with strong interpersonal skills and passion for helping others.
Nice to have
- Experience from sales, business management, education, ministry, hospitality or military.
- Motivated by generosity and serving others beyond selling products.
Culture & Benefits
- Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
- Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical plans.
- Up to 14 weeks paid training for licenses and onboarding; ongoing support and professional growth.
- Well-being programs, gift matching for nonprofits and membership programs for community impact.
- Collaborative culture focused on success and flexibility.
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