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Financial Advisor (Finance)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
Financial Advisor (Finance): Building a client-focused financial advisory practice in Hartford County with an accent on purpose-based advice, investments, insurance, banking, and long-term relationship development. Focus on guiding clients toward financial clarity, obtaining required securities and insurance registrations, and growing the practice through community relationships, appointments, workshops, and marketing.

Location: Hartford County, Connecticut, United States

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization serving Christians through advice, insurance, investments, banking, and generosity programs.

What you will do

  • Build a financial advisory practice focused on helping clients achieve financial clarity and live generously.
  • Provide personal, actionable advice and connect clients with financial products and programs.
  • Develop long-term relationships with clients and serve the community where they live, work, and worship.
  • Generate client appointments through personal networks, hirify.global’s reputation, financial workshops, and practice marketing.
  • Manage a flexible schedule while developing the business with support from specialists and experienced advisors.

Requirements

  • Bachelor’s degree or equivalent experience.
  • FINRA SIE, life, and health licenses before contracting where applicable.
  • Satisfactory background check, fingerprinting, and verification of securities registrations or insurance licenses where applicable.
  • Self-discipline, independence, drive, strong interpersonal skills, and motivation to help others.

Culture & Benefits

  • Up to 14 weeks of paid training and coaching covering state insurance licenses, Series 7 and Series 66 registrations, and advisor onboarding.
  • Flexible scheduling and a collaborative culture with ongoing support from business development, marketing, technology, engagement, and experienced advisor teams.
  • Commission-based earning structure with bonus and incentive opportunities, recurring revenue streams, and eligible planning fees.
  • Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
  • Professional development, well-being programs, gift matching, and volunteer and membership programs.

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