Financial Advisor - Washington, DC and Northern VA

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 empowering lives of service and faith. Focus on providing actionable advice, developing long-term client relationships, and leveraging networks for practice growth in local communities.

Washington, DC and Northern VA – 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 connecting them to hirify.global products and programs.
• Provide personal, actionable advice tailored to clients' needs.
• Develop and maintain long-term relationships based on trust within local communities.
• Secure client appointments through networking, workshops, and marketing your practice.
• Control your schedule for work-life balance while collaborating with 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
• Self-disciplined, independent, driven to succeed with strong interpersonal and coaching skills.
• Motivated by helping others achieve goals and passionate about generosity and serving communities.

Nice to have

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

Culture & Benefits

• Up to 14 weeks paid training for licenses (life, health, variable contracts), Series 7/66, and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue, and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
• Ongoing support, training, well-being programs, gift matching, and community engagement membership programs.