Назад
Company hidden
обновлено 12 дней назад

Financial Advisor (Finance)

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:
/
TL;DR
Financial Advisor (Finance): Building a client-focused financial advisory practice in Glen Ellyn and surrounding communities, providing purpose-based guidance across investments, insurance, banking, and generosity programs with an accent on long-term relationships and personalized financial planning. Focus on developing client networks, delivering financial workshops, completing required licensing and registrations, and growing a commission-based advisory practice.

Location: Glen Ellyn and surrounding areas, 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 Christians in the local community.
  • Provide personal, actionable advice across financial planning, investments, insurance, banking, and generosity programs.
  • Develop long-term client relationships based on trust and understanding.
  • Build a client network, schedule appointments, deliver financial workshops, and market the practice.
  • Manage an independent schedule while working with specialists in business development, marketing, technology, engagement, and advisory support.

Requirements

  • Bachelor’s degree or equivalent experience.
  • FINRA SIE, life and health licenses before contracting where applicable.
  • Successful background check, fingerprinting, and securities registration or insurance licensing verification where applicable.
  • Self-discipline, independence, interpersonal skills, and motivation to help clients achieve their goals.
  • Ability to serve and become part of the communities where clients live, work, and worship.

Culture & Benefits

  • Up to 14 weeks of paid training, coaching, and comprehensive advisor onboarding.
  • Commission-based earning model 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 professional development, well-being programs, gift matching, and volunteer support.
  • Collaborative culture with flexible scheduling and work-life balance support.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →