Financial Advisor - Hartford County, CT

TL;DR

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

Location: Hartford County, CT. 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 purpose-based advice.
• Provide personal, actionable advice and connect clients to hirify.global products, investments, insurance and banking.
• Develop genuine, long-term relationships across generations based on trust in your local community.
• Secure client appointments via networking, reputation, 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.
• Attainment of FINRA SIE, life and health licenses before contracting; Series 7 and 66 registrations during onboarding.
• Satisfactory background check, fingerprinting and licensing verification.
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others achieve goals and living a life of generosity.

Nice to have

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

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical.
• Ongoing support, training, professional growth and well-being programs.
• Gift matching, volunteer programs and membership to engage community.
• Collaborative culture focused on success and flexibility.