Financial Advisor - Greater Cleveland, OH

Location: Greater Cleveland, Ohio, United States; serving clients in the chosen 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 focused on helping Christian clients achieve financial clarity and pursue goals of service and faith.
• Provide personal, actionable advice and connect clients with relevant financial products and programs.
• Develop long-term relationships with clients and serve the local community.
• Schedule client appointments through personal networks, hirify.global's reputation, financial workshops, and practice marketing.
• Manage the schedule and business development activities with support from specialists in marketing, technology, engagement, and business development.

Requirements

• Bachelor's degree or equivalent experience.
• Self-discipline, independence, drive, strong interpersonal skills, and a motivation to help others.
• FINRA SIE, life and health licenses, and applicable securities registrations or insurance licenses must be attained before contracting.
• Satisfactory background check, fingerprinting, and verification of required registrations or licenses.
• Military veterans are encouraged to apply.

Culture & Benefits

• Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
• Commission-based earning structure with bonus opportunities, incentive pay, recurring revenue streams, and qualifying planning fees.
• Medical, dental, vision, disability, and accidental death and dismemberment insurance.
• Pension, 401(k), and retiree medical plans.
• Ongoing training, professional growth support, well-being programs, gift matching, and volunteer programs.
• Collaborative culture with flexibility to control the schedule and support work-life balance.