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Financial Advisor

Employment Description:

This employer is a different kind of financial services provider, who believes money is a tool, not a goal. We are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. We’re hiring entrepreneurial people who want to invest in people and communities. If you have a heart for serving and a passion for helping others reach their financial goals, let's connect!

Employment City:


Employment State:


Job Responsibilities:

Financial practice focused on helping clients make financial choices guided by their personal values. Teach them to save and invest in their community, as well as their legacy. We create opportunities for purposeful savings and intentional giving.

Job Description:
• Provide one-on-one financial guidance and connect clients to products, services and unique benefits.
•Build genuine, long-term relationships based on shared values and goals.
•Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
•Obtain state insurance licenses (life, health & variable contracts) as well as Series 7 and 66 or Series 7, 65 and 63; or Series 6 and 63 registrations.
•Flexibility to control your schedule, allowing for work-life balance.

Attributes of the ideal candidate:
Self-motivated, independent and driven to succeed.
Motivated by helping others.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

Base Schedule:

M-F, full time. Business hours or after hours to meet client needs, attend networking or community events.


Guaranteed paid during 16 week training period, followed by unlimited earning potential through commission and incentive pay structures.


Medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique perks like pension, 401(k) and retiree medical plans.
Ongoing access to training and opportunity for professional growth.
Membership programs and workshops that help you connect with clients and engage others to make a real impact in your community.


•Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only).
•Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

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