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1 месяц назад

Financial Advisor - Flagstaff

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR

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

Location: Flagstaff, USA - 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

  • Guide clients to financial clarity through personal, actionable advice and connect them to hirify.global products.
  • Build and maintain long-term relationships across generations based on trust in your community.
  • Acquire clients via networking, hirify.global's reputation, and award-winning financial workshops.
  • Control your schedule for work-life balance while collaborating with specialists in business development, marketing, and technology.
  • Leverage support from experienced advisors to grow your practice.

Requirements

  • Bachelor’s degree or equivalent experience; military veterans encouraged
  • Attain FINRA SIE, life/health licenses, Series 7 and 66 registrations before contracting
  • Satisfactory background check, fingerprinting, and licensing verification
  • Self-disciplined, independent, driven to succeed with strong interpersonal skills.
  • Motivated by helping others achieve goals and passionate about generosity.

Nice to have

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

Culture & Benefits

  • Up to 14 weeks paid training and onboarding for licenses and registrations.
  • Unlimited earning potential 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 programs.
  • Collaborative culture with ongoing training and professional growth opportunities.

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