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Team-Based Financial Advisor

60 000 - 100 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Team-Based Financial Advisor (Financial Planning/Investment Management): Building a client book and providing personalized guidance on investments, insurance, retirement, and generosity with an accent on relationship development, licensing, and community networking. Focus on educating clients, developing financial advisory skills, and building long-term relationships through local nonprofits, churches, and businesses.

Location: Fayetteville, Arkansas; hybrid for qualified candidates.

Compensation: $60,000–$100,000, combining a base revenue package with commission upside.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

  • Study for and obtain the necessary resident-state life, health, and annuity and securities licenses during the first 8–13 weeks.
  • Complete a comprehensive six-week training program after licensing.
  • Build a book of business and work toward joining the sponsoring team as a traditional financial advisor.
  • Meet prospective clients and build genuine, long-term relationships based on shared values and goals.
  • Educate clients about investments, insurance, retirement, and generosity, helping them make informed financial decisions.
  • Develop a personal network through local nonprofits, churches, and businesses while building financial advisory skills and best practices.

Requirements

  • Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
  • Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.
  • Strong technical computer aptitude and knowledge of Microsoft Word, Excel, PowerPoint, Salesforce, and other business tools.
  • Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
  • Ability to protect sensitive and confidential information.

Culture & Benefits

  • Mentorship, joint field work, income stability, and opportunities for learning, development, and professional growth.
  • Compensation includes individual and team sales commissions and incentive pay structures.
  • Medical, dental, vision, disability, and accidental death and dismemberment insurance.
  • 401(k) and pension opportunities.
  • Well-being programs supporting physical, emotional, and financial health.
  • Gift matching, volunteer programs, and membership programs supporting community engagement.

Hiring process

  • Complete background, fingerprinting, securities registration, and/or insurance licensing verification as applicable.
  • Obtain required licenses over the first 8–13 weeks, followed by an optional six-week training program.

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