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5 дней назад

Financial Advisor (Finance)

Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
Financial Advisor (Finance): Building a financial advisory practice for clients by providing purpose-based guidance across investments, insurance, banking, and financial well-being with an accent on long-term client relationships and community engagement. Focus on developing client networks, delivering financial workshops, and completing required insurance licenses and securities registrations.

Location: New York, New York, United States

Company

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

What you will do

  • Build a financial advisory practice guiding clients toward financial clarity and well-being.
  • Provide personal, actionable advice and connect clients with hirify.global products and programs.
  • Develop long-term client relationships based on trust and understanding.
  • Generate client appointments through personal networks, marketing, and financial workshops.
  • Manage a flexible schedule while building the practice and serving the local community.
  • Work with specialists in business development, marketing, technology, engagement, and advising.

Requirements

  • Bachelor’s degree or equivalent experience.
  • FINRA SIE, life, and health licenses before contracting where applicable.
  • Satisfactory background check, fingerprinting, and verification of securities registrations or insurance licenses where applicable.
  • Self-discipline, independence, motivation, strong interpersonal skills, and a service-oriented mindset.

Culture & Benefits

  • Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
  • Commission-based earning model with bonus and incentive opportunities, recurring revenue streams, and dedicated planning fees for qualifying advisors.
  • Medical, dental, vision, disability, and accidental death and dismemberment insurance.
  • Pension, 401(k), and retiree medical plans.
  • Ongoing training, professional growth support, and well-being programs.
  • Gift matching and volunteer programs supporting nonprofit organizations and community service.

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