Branch Service Advisor (Financial Services)

Location: Hybrid, with three in-office days per week in Memphis, TN; Southfield, MI; or St. Petersburg, FL. Regular hours are Monday–Friday, 10am–7pm CST; training hours are Monday–Friday, 8am–5pm CST. Travel is less than 25%.

Compensation includes base salary or wages and may include additional compensation, bonuses, or commissions.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term relationships.

What you will do

• Process financial advisor requests, custom orders, service inquiries, and complex escalations.
• Provide advanced product and service information and resolve customer questions and complaints.
• Build relationships with allocated customers through telephone and video calls.
• Conduct structured customer interviews to clarify requirements and document client needs.
• Schedule follow-up actions and maintain accurate CRM data to support retention and business development.
• Apply company policies, regulatory codes, and procedures while obtaining approval for exceptions.

Requirements

• High school diploma or equivalent.
• 13 months to 3 years of general work experience.
• Securities Industry Essentials (SIE) exam required before starting, unless an exemption or grandfathering provision applies.
• Series 7 and Series 63 or 66 licenses required, or must be obtained within six months.
• Competence in digital customer communication, service conversations, issue resolution, and relationship building.
• Ability to work the specified CST schedule and attend the office three days per week.

Culture & Benefits

• Hybrid-friendly work schedule combining flexibility and in-person collaboration.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional development through formal and informal training, coaching, conferences, and ongoing education.
• People-first culture emphasizing collaboration, accountability, continuous improvement, and respect for individual backgrounds.