Sr. Financial Advisor

Location: Onsite in Omaha, Nebraska, United States

Company

hirify.global is a financial services organization providing banking and investment-related expertise to clients.

What you will do

• Advise affluent clients with sophisticated investment needs across multiple delivery channels.
• Meet with clients to assess their financial situations, investment objectives, and risk tolerance.
• Provide investment management, fiduciary advice, financial planning, and business succession planning.
• Develop referral networks and originate new business through targeted prospecting.
• Partner with internal bank specialists to deliver comprehensive client solutions.
• Accommodate client meetings scheduled before or after normal business hours.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent experience.
• At least three years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations, or Series 63 and 65.
• State Life, Accident & Health, and Variable Contract insurance licenses.
• Successful business development, prospecting, revenue growth, and relationship management experience.
• Unrestricted work authorization is required; future sponsorship is not available.

Culture & Benefits

• Onsite environment focused on collaboration, mentorship, and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Time off programs, health savings account, and dependent care benefits.
• Tuition assistance, employee banking, growth opportunities, and short- and long-term disability insurance.