Financial Advisor - Decatur
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor - Decatur: Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity programs with an accent on long-term relationships and community service. Focus on providing actionable advice, leveraging networks for client acquisition, and delivering financial workshops.
Location: Decatur, US-based role requiring state insurance licenses (life, health), FINRA Series 7 and 66 registrations
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 and grow a financial practice serving clients in your community.
- Provide personal financial advice and connect clients to products.
- Develop long-term client relationships based on trust.
- Secure appointments through networking, workshops and marketing.
- Control your schedule for work-life balance.
- Collaborate 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 and fingerprinting
- Securities registration (Series 7, 66) and insurance licensing verification
- Self-disciplined, independent and driven to succeed.
- Strong interpersonal skills and passion for helping others.
Culture & Benefits
- Up to 14 weeks paid training and onboarding.
- Unlimited earning potential via commissions, bonuses, incentives and recurring revenue.
- Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
- Ongoing support, training and professional growth.
- Well-being programs and gift matching for nonprofits.
- Collaborative culture focused on success and generosity.
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