Financial Advisor (Finance)

TL;DR

Financial Advisor (Finance): Providing expert financial advice and managing investments, insurance, and banking for clients with an accent on purpose-based guidance and generosity. Focus on building a long-term financial practice, managing client relationships, and empowering lives of faith and service.

Location: Salt Lake City, USA

Company

A not-for-profit, membership-owned Fortune 500 diversified financial services organization serving over 2.4 million clients.

What you will do

• Build a financial practice guiding clients toward financial clarity and lives of service.
• Provide personal, actionable advice and connect clients to company products and programs.
• Develop and maintain long-term, trust-based relationships with clients across generations.
• Generate appointments by leveraging personal networks and delivering financial workshops.
• Manage your own schedule to ensure a healthy work-life balance.
• Collaborate with specialists in business development, marketing, and technology.

Requirements

• Bachelor’s degree or equivalent experience.
• Attainment of FINRA SIE, life, and health licenses before contracting.
• Satisfactory background check, fingerprinting, and securities registration.
• Strong interpersonal skills and a self-disciplined, independent drive to succeed.

Culture & Benefits

• Unlimited earning potential through commissions, bonus opportunities, and incentive pay.
• Comprehensive medical, dental, vision, disability, and accidental death insurance.
• Pension, 401(k), and retiree medical plans.
• Up to 14 weeks of paid training and coaching for obtaining necessary licenses.
• Gift matching program for contributions to eligible nonprofit organizations.
• Well-being programs focusing on physical, emotional, and financial health.