Investment Advisor (Finance)

Location: Hybrid role based in Dallas, Texas, with the work site at 3300 Olympus Blvd., Suite 550, Coppell, TX 75019. Monday–Friday, 9:00 AM–5:30 PM.

Salary: $29.19–$36.50 per hour.

Company

hirify.global provides financial services and investment solutions through Navy Federal Investment Services and related organizations.

What you will do

• Provide financial consultations by telephone or video and help clients identify financial goals and investment needs.
• Recommend appropriate insurance and investment products and execute customer and broker securities orders.
• Service life insurance and investment accounts, review account activity, and communicate account status and new offerings.
• Develop a pipeline for smaller-dollar accounts through prospecting, networking, and internal or external referrals.
• Monitor account processing, identify discrepancies, report performance, and take corrective action.
• Prepare regulatory reports and participate in site audits and industry or internal audits.

Requirements

• FINRA Series 7 and NASAA Series 63/65 or Series 66 registration required.
• Ability to obtain an appointment with the sponsoring insurance company, broker-dealer, or registered investment advisory firm.
• Experience in business development, product promotion, customer financial consultations, and identifying investment needs.
• Knowledge of investment and insurance products, financial markets, banking, accounting principles, and applicable industry regulations.
• Strong analytical, decision-making, communication, relationship-building, presentation, negotiation, planning, and organizational skills.
• Proficiency with PCs, spreadsheets, databases, word-processing applications, and financial analysis software.

Nice to have

• Life and Health Insurance License, or the ability to obtain it within 90 days of hire.
• Bachelor’s degree in Business Administration, Finance, Management, or a related discipline, or equivalent professional experience.
• Knowledge of Navy Federal and NFFG programs, policies, and procedures.
• Interest in pursuing CFP, ChFC, CLU, or similar professional designations.

Culture & Benefits

• Meaningful career experience in an energized, engaged, and committed workplace.
• Competitive pay and generous benefits and perks.
• Hybrid work schedule with regular weekday hours.
• Employment with an organization recognized by Fortune, Forbes, Newsweek, and other workplace awards.