Team-Based Financial Advisor

Location: Eugene, OR; hybrid, with 3–5 days in the office.

Total compensation: $70,000–$100,000, including a base revenue package and 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 to more than 2.4 million clients.

What you will do

• Work with Lead Advisors and experienced financial professionals through mentorship, coaching, training, and joint field work.
• Complete required licensing and participate in a comprehensive training program.
• Meet potential clients and build genuine, long-term relationships based on shared values and goals.
• Educate clients and support informed decisions about investments, insurance, retirement, and generosity.
• Build a personal network through local nonprofits, churches, and businesses.
• Develop a book of business with the goal of joining the sponsoring team as a traditional financial advisor.

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 business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.

Nice to have

• Previous financial industry experience.
• Experience as a seasoned financial professional, or motivation to pursue a career change into financial advising.

Culture & Benefits

• Income stability and dedicated support for learning and development.
• Medical, dental, and vision insurance.
• Disability and accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing support, training, professional growth, well-being programs, and volunteer and gift-matching programs.
• Membership programs supporting engagement with clients and the local community.