Financial Advisor (Finance)

TL;DR

Financial Advisor (Finance): Guiding clients on financial clarity, investments, and insurance with an accent on purpose-based advice and generosity. Focus on building long-term client relationships, managing financial plans, and delivering financial workshops.

Location: Panama City, FL

Company

hirify.global is a Fortune 500 diversified financial services organization serving more than 2.4 million clients with a focus on faith-based financial guidance.

What you will do

• Guide clients toward financial clarity and empower lives of service and faith.
• Provide actionable financial advice and connect clients to insurance, investments, and banking products.
• Develop and maintain long-term, trust-based relationships with clients throughout generations.
• Generate new client appointments through networking and conducting financial workshops.
• Handle client inquiries, research account-specific answers, and manage daily practice operations.
• Collaborate with specialists in business development, marketing, and technology to grow your practice.

Requirements

• Bachelor’s degree or equivalent experience.
• Attainment of FINRA SIE, life, and health licenses before contracting.
• Satisfactory background check and fingerprinting.
• Must be based in or able to serve the Panama City, FL community.

Nice to have

• Previous industry experience in financial services.
• Background in outside sales, business management, education, ministry, hospitality, or military.

Culture & Benefits

• Unlimited earning potential through commissions, bonus opportunities, and incentive pay.
• Comprehensive medical, dental, vision, disability, and accidental death insurance.
• Pension, 401(k), and retiree medical plans.
• Up to 14 weeks of paid training and coaching for obtaining necessary state and FINRA licenses.
• Well-being programs and a gift matching program for eligible nonprofit organizations.