Financial Advisor (Financial Services)

Формат работы

onsite

Тип работы

fulltime

Английский

Страна

Вакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:

TL;DR

Financial Advisor (Financial Services): Building a financial advisory practice for clients by providing purpose-based advice across investments, insurance, banking, and generosity programs with an accent on long-term client relationships and community-based service. Focus on developing client networks, delivering financial workshops, completing licensing and registration requirements, and growing a commission-based advisory business.

Location: Salt Lake City, United States

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization serving more than 2.4 million clients through advice, insurance, investments, banking, and generosity programs.

What you will do

Build a financial advisory practice serving clients in the local community.
Provide personal, actionable advice and connect clients with relevant financial products and programs.
Develop long-term client relationships based on trust and understanding.
Build a client network, schedule appointments, deliver financial workshops, and market the advisory practice.
Collaborate with specialists in business development, marketing, technology, engagement, and financial advising.

Requirements

Bachelor’s degree or equivalent experience.
Before contracting, attain the FINRA SIE and applicable life and health insurance licenses.
Complete required state insurance licensing, securities registration, fingerprinting, and background verification where applicable.
Self-discipline, independence, motivation to help others, and strong interpersonal skills.
Interest in serving communities where clients live, work, and worship.

Culture & Benefits

Up to 14 weeks of paid training, coaching, and comprehensive advisor onboarding.
Flexible schedule designed to support work-life balance.
Unlimited earning potential through commissions, bonuses, incentives, recurring revenue, and qualifying planning fees.
Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
Ongoing professional support, training, well-being programs, gift matching, and volunteer programs.

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