Support Advisor

TL;DR

Support Advisor (Financial Services): Provide support to existing client base and advisors by learning operations, participating in joint fieldwork, and building client relationships with an accent on selling products, servicing accounts, and using advice tools. Focus on meeting clients, positioning financial strategies, handling paperwork, and collaborating on complex scenarios.

Onsite: Napoleon, OH or Van Wert, OH

$50,000 - $80,000 plus commissions

Company

Endeavor Financial Group, an established financial services practice for hirify.global.

What you will do

• Learn the entire operation of Endeavor Financial Group and participate in joint fieldwork with advisors.
• Meet new and existing clients to build relationships, solicit and sell products, and service accounts.
• Position products and strategies to help clients achieve financial clarity using tools like Salesforce and Money Guide Pro.
• Finalize, submit, and track client paperwork and collaborate with lead advisor on complex scenarios.
• Participate in events to attract clients and provide financial education to the community.
• Schedule, prepare, and document client meetings.

Requirements

• Securities registration required: SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health, and Annuities registration required
• Strong technical aptitude with business tools like Microsoft Word, Excel, PowerPoint, Salesforce or ability to learn.
• Ability to maintain confidentiality of sensitive information.
• Self-motivated, relationship-oriented with strong interpersonal skills.

Culture & Benefits

• Team Sponsored Launch program provides income stability, mentorship, coaching, and training for 3 months to 3 years.
• Transition to commission-only Financial Professional after program.
• Value-driven team focused on client experience, generosity, and community involvement.
• Collaborative environment with growth opportunities.