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6 дней назад

Financial Advisor - Heart of Texas Associates

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 - Heart of Texas Associates (Financial Services): Providing purpose-based financial advice, investments, insurance, banking, and generosity programs to help clients build, grow, and protect their financial well-being with an accent on client relationships, community service, and practice development. Focus on building a financial practice, earning required insurance licenses and securities registrations, and guiding clients through actionable financial planning.

Location: United States; Heart of Texas community

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

  • Build a financial practice guiding Christians toward financial clarity and lives of service and faith.
  • Provide personal, actionable financial advice and connect clients with hirify.global products and programs.
  • Develop long-term relationships with clients across generations based on trust and understanding.
  • Schedule client appointments through personal networks, hirify.global's reputation, financial workshops, and practice marketing.
  • Manage your schedule while receiving support from business development, marketing, technology, engagement, and experienced advisor specialists.

Requirements

  • Bachelor's degree or equivalent experience; military veterans are encouraged to apply.
  • FINRA SIE, life, and health licenses are required before contracting where applicable.
  • State insurance licenses, Series 7 and Series 66 registrations, and securities or insurance verification may be required.
  • Satisfactory background check and fingerprinting.
  • Self-discipline, independence, drive, strong interpersonal skills, and motivation to help others.

Culture & Benefits

  • Up to 14 weeks of paid training, coaching, and comprehensive advisor onboarding.
  • Unlimited earning potential through commissions, bonuses, incentives, recurring revenue, and qualifying planning fees.
  • Medical, dental, vision, disability, and accidental death and dismemberment insurance.
  • Pension, 401(k), and retiree medical plans.
  • Ongoing professional development, well-being programs, gift matching, and volunteer support.
  • Flexible scheduling and a collaborative environment focused on advisor success.

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