5 дней назад
Financial Advisor (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 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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