Financial Advisor - Marietta / Kennesaw, GA

TL;DR

Financial Advisor: Build a financial practice guiding Christians to financial clarity through purpose-based advice, investments, insurance, banking and generosity programs with an accent on empowering lives of service and faith. Focus on developing long-term client relationships, delivering actionable advice and leveraging networks for client acquisition.

Location: Marietta / Kennesaw, GA (onsite, serve clients in local community)

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 a financial practice by providing personal, actionable advice and connecting clients to hirify.global products and programs.
• Develop and maintain long-term relationships with clients across generations in your chosen community.
• Make client appointments through networking, financial 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; satisfactory background check, fingerprinting and securities/insurance licensing verification
• Self-disciplined, independent, driven to succeed with strong interpersonal skills and passion for helping others.

Nice to have

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

Culture & Benefits

• Up to 14 weeks of paid training and coaching for licenses (life, health, variable contracts), Series 7 and 66, and onboarding program.
• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue and planning fees.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans; well-being programs.
• Gift matching for nonprofits, volunteer programs and membership to engage with clients and community.
• Ongoing support, training and professional growth opportunities.