FULL TIME · REMOTE · NATIONWIDE
Senior Financial Advisor
Key Responsibilities
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Work with families and business owners on retirement income, protection, and legacy planning.
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Help clients understand their options in plain language, so they can make decisions with confidence.
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Build long-term relationships based on honest advice and regular review as life changes.
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Coordinate with our partners where a client needs specialist support beyond what we provide directly.
Qualifications
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Three or more years in financial planning, insurance, or a related advisory role.
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CFP or CFA is welcome but not required. We care more about how you handle a client conversation than which letters follow your name.
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A genuine commitment to putting the client first, and comfort working with people who want their financial decisions to reflect their faith.
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Comfortable working remotely and managing your own schedule. We serve clients across the United States.
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If you are close on experience but strong on everything else, apply anyway and tell us why.
Join the Team
We are looking for passionate individuals to help us build the next generation of financial services.