Financial Advisor (Financial Services)

Location: Milwaukee, WI and surrounding areas, United States; serving clients in the local community.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

• Build a financial advisory practice serving Christians on their journeys to financial clarity and generosity.
• Provide personal, actionable financial advice and connect clients with relevant hirify.global products and programs.
• Develop and maintain long-term client relationships across generations.
• Schedule client appointments through networking, workshops, and practice marketing.
• Manage a flexible schedule while building the business and collaborating with specialists in business development, marketing, technology, and client engagement.

Requirements

• Bachelor’s degree or equivalent experience.
• Self-discipline, independence, interpersonal skills, and motivation to help clients achieve their goals.
• FINRA SIE and life and health licenses before contracting, where applicable.
• Satisfactory background check, fingerprinting, and securities registration or insurance licensing verification, where applicable.
• Ability to serve clients in Milwaukee, WI and surrounding communities.

Nice to have

• Experience in outside sales, business management, education, ministry, hospitality, military service, or a related field.
• Military veteran background.

Culture & Benefits

• Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
• Unlimited earning potential through commissions, bonuses, incentive pay, 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, and well-being programs.
• Gift matching and volunteer programs supporting nonprofit organizations and local communities.