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Financial Advisor (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Finance): Providing expert financial advice and guidance on saving, investing, and insurance with an accent on purpose-based planning for Christian clients. Focus on building long-term client relationships, delivering financial workshops, and managing a diversified portfolio of banking and investment products.
Location: McDonough, GA
Company
A Fortune 500 diversified financial services organization that puts generosity at the center of saving and investing for its membership.
What you will do
- Build a financial practice guiding clients toward financial clarity, service, and faith.
- Provide actionable advice and connect clients to 's insurance, banking, and investment programs.
- Develop and maintain genuine, long-term trust-based relationships within the community.
- Market your practice by leveraging your network and delivering financial workshops.
- Manage your own schedule to ensure a healthy work-life balance.
- Collaborate with internal specialists in business development, marketing, and technology.
Requirements
- Bachelor’s degree or equivalent professional experience.
- Attainment of FINRA SIE, life and health licenses before contracting.
- Must pass a satisfactory background check, fingerprinting, and securities registration verification.
- Strong interpersonal skills and a drive to help others achieve their financial goals.
- Self-disciplined and independent approach to business management.
Nice to have
- Experience in outside sales, business management, education, ministry, hospitality, or military.
Culture & Benefits
- Unlimited earning potential via biweekly base commissions, bonuses, and incentive pay.
- Comprehensive medical, dental, vision, disability, and accidental death insurance.
- Retirement security including a pension and 401(k) plans.
- Up to 14 weeks of paid training and coaching for licensing and onboarding.
- Well-being programs and a gift matching program for eligible nonprofit contributions.
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