Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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
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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