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Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor: 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 providing actionable guidance within the local community.
Location: Must be based in or near Williston, USA
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization dedicated to helping Christians build financial futures and live generous lives.
What you will do
- Build and grow a financial practice by guiding clients toward financial clarity.
- Provide personal, actionable advice and connect clients to relevant financial products and programs.
- Develop and maintain long-term, multi-generational relationships based on trust.
- Host financial workshops and leverage networking to acquire new clients.
- Collaborate with internal specialists in marketing, technology, and business development to support practice growth.
Requirements
- Bachelor’s degree or equivalent professional experience.
- Must be based in or able to work in the Williston community.
- Attainment of FINRA SIE, life, and health licenses prior to contracting.
- Ability to pass a background check, fingerprinting, and securities registration verification.
- Strong interpersonal skills and a self-disciplined, driven approach to business development.
Culture & Benefits
- Comprehensive benefits package including medical, dental, vision, and disability insurance.
- Retirement planning support with 401(k) and pension plans.
- Unlimited earning potential through commissions, bonuses, and recurring revenue streams.
- Structured 14-week paid training and onboarding program.
- Gift matching program for nonprofit contributions and volunteer efforts.
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