Назад
Company hidden
обновлено 10 дней назад

Financial Advisor

Формат работы
onsite
Тип работы
fulltime
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: 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

hirify.global 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 hirify.global 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 hirify.global’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 →