6 дней назад
Financial Advisor - Heart of Texas Associates
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 products and programs.
- Develop long-term relationships with clients across generations based on trust and understanding.
- Schedule client appointments through personal networks, '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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