Top Advisor Srvcs Spec (NRF)

Location: Remote role associated with Franklin, Wisconsin, United States

Salary: $60,880–$91,320 per year

Company

hirify.global is a financial services company focused on client-centered wealth management and investment services.

What you will do

• Resolve investment operations inquiries and escalations from home office leaders, field staff, clients, and internal teams.
• Support client trading, system access, account maintenance, investment research, market information, and investment education.
• Monitor investment advisory accounts to maintain supervisory integrity, compliance, and fiduciary responsibilities.
• Coordinate daily service and processing activities, support complex casework, and help manage call center service levels.
• Contribute to process improvements, product launches, system enhancements, testing, and system maintenance.
• Partner with Wealth Management Advisors and field teams; occasional travel may be required for in-person meetings, office visits, and industry events.

Requirements

• Bachelor’s degree in Business or a related field, or equivalent industry experience.
• At least three years of experience in investment services or operations.
• Strong knowledge of brokerage and advisory services, investment products, markets, regulations, and trading systems.
• Analytical judgment, leadership, communication, customer service, and cross-functional collaboration skills.
• Experience with investment management platforms such as Pershing and Envestnet.
• Depending on assigned responsibilities, a FINRA Series 6 or Series 7 license may be required; fingerprinting and completion of regulatory forms are required.

Culture & Benefits

• Remote work arrangement with compensation adjusted according to geographic pay structures where applicable.
• Work centered on client interests, service quality, and operational accuracy.
• Opportunities to lead process improvements, system enhancements, and cross-functional initiatives.
• Equal opportunity workplace supporting employee ideas, leadership, and professional development.