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4 дня назад

Financial Advisor (Fintech)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR

Financial Advisor (Fintech): Building and managing a financial practice to guide clients toward financial clarity 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 practice within the Glen Ellyn area.

Location: Must be based in or near Glen Ellyn, IL

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization dedicated to helping clients build financial futures through advice, insurance, and investments.

What you will do

  • Build and maintain a financial practice guiding clients toward financial clarity.
  • Provide personal, actionable advice and connect clients to relevant products and programs.
  • Develop long-term relationships based on trust and understanding within the community.
  • Host financial workshops and leverage networking to acquire new clients.
  • Collaborate with internal specialists in marketing, technology, and business development.

Requirements

  • Bachelor’s degree or equivalent experience required.
  • Must obtain FINRA SIE, life, and health licenses before contracting.
  • Must be based in or able to work in the Glen Ellyn, IL area.
  • Strong interpersonal skills and a self-disciplined, driven mindset.
  • Ability to pass a background check and fingerprinting.

Culture & Benefits

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

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