Financial Advisor - Greater Columbus, OH

TL;DR

Financial Advisor (Greater Columbus, OH): Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christian clients with an accent on long-term relationships and community service. Focus on empowering financial clarity, delivering workshops and leveraging networks for client acquisition.

Location: Greater Columbus, OH – 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 programs.

What you will do

• Build and grow a financial practice guiding clients to financial clarity through personalized advice.
• Connect clients to hirify.global products including investments, insurance, banking and generosity programs.
• Develop long-term relationships based on trust, serving clients across generations in your community.
• Secure client appointments via 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; background check and fingerprinting
• Self-disciplined, independent, driven to succeed with strong interpersonal and coaching skills.
• Motivated by helping others achieve goals and passionate about generosity and service.

Nice to have

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

Culture & Benefits

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