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4 дня назад

Financial Advisor

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия 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:
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TL;DR

Financial Advisor: Building and managing a financial practice to guide clients toward financial clarity and well-being with an accent on purpose-based advice, investments, and insurance. Focus on developing long-term client relationships, delivering financial workshops, and leveraging community networks to grow a sustainable practice.

Location: Must be based in or near Greenwood Village, CO

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization dedicated to helping Christians build financial futures and live generous lives.

What you will do

  • Build and maintain a financial practice by guiding clients toward financial clarity and service.
  • Provide actionable advice and connect clients to appropriate financial products and programs.
  • Develop long-term, multi-generational relationships based on trust and understanding.
  • Host financial workshops and marketing events to expand your client network.
  • Collaborate with internal specialists in marketing, technology, and business development.

Requirements

  • Bachelor’s degree or equivalent professional experience.
  • Must be able to obtain state insurance licenses and FINRA Series 7 and 66 registrations.
  • Strong interpersonal skills and a passion for helping others achieve financial goals.
  • Self-disciplined, independent, and driven to succeed in a sales-oriented environment.
  • Ability to pass a background check and fingerprinting process.

Culture & Benefits

  • Comprehensive benefits including medical, dental, vision, and disability insurance.
  • Retirement planning with 401(k) and pension plans.
  • Unlimited earning potential through commissions, bonuses, and incentive structures.
  • Ongoing professional training, coaching, and onboarding support.
  • Gift matching program for nonprofit contributions and volunteer efforts.

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