обновлено 10 дней назад
Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor: Providing expert financial advice with an accent on purpose-based guidance for saving, investing, insurance, and banking. Focus on building long-term client relationships and delivering workshops while managing a flexible client schedule.
Location: South Jersey
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization serving more than 2.4 million clients with advice, insurance, investments, banking, and generosity programs.
What you will do
- Build and guide a financial practice providing actionable advice to help clients achieve financial clarity and well-being.
- Provide personal, achievable recommendations and connect clients to products and programs.
- Develop and maintain genuine long-term relationships with clients across generations based on trust.
- Schedule and deliver client appointments using your network and ’s reputation, including financial workshops.
- Manage your own schedule to support work-life balance.
- Leverage support from specialists (business development, marketing, technology, engagement, and experienced advisors) to grow your business.
Requirements
- Bachelor’s degree or equivalent experience.
- Attain FINRA SIE and life and health licenses before contracting (licensed role only).
- Obtain Series 7 and Series 66 registrations as part of the onboarding/training process.
- Pass a satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification (if applicable).
Culture & Benefits
- Up to 14 weeks of paid training and coaching to obtain state insurance licenses and complete advisor onboarding.
- Unlimited earning potential through biweekly base commissions, bonus opportunities, incentive pay, and recurring revenue streams (plus planning fees for qualifying advisors).
- Medical, dental, vision, disability, and accidental death and dismemberment insurance.
- Pension, 401(k), and retiree medical plans.
- Ongoing support, training, and professional growth while building your practice.
- Well-being programs and a gift matching program for eligible nonprofit and volunteer efforts.
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 →