Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Financial Advisor: Building and managing a financial practice to guide clients toward financial clarity through purpose-based advice, investments, and insurance. Focus on developing long-term relationships, delivering financial workshops, and helping clients achieve their goals through a faith-based approach.
Location: Must be based in or near Perryville, MO
Company
is a not-for-profit, membership-owned Fortune 500 financial services organization serving over 2.4 million clients with a focus on generosity and financial well-being.
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 marketing activities to grow the practice.
- Collaborate with internal specialists in business development, marketing, and technology.
Requirements
- Bachelor’s degree or equivalent experience required.
- Must obtain FINRA SIE, life, and health licenses before contracting.
- Must pass a background check and fingerprinting.
- Ability to work onsite in the Perryville, MO community.
Culture & Benefits
- Unlimited earning potential through commissions, bonuses, and incentive pay.
- Comprehensive benefits including medical, dental, vision, and disability insurance.
- Pension, 401(k), and retiree medical plans.
- Ongoing professional training, coaching, and onboarding support.
- Gift matching program for nonprofit contributions.
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