Client Support Associate (Financial Services)

Location: Minneapolis, Minnesota, United States; hybrid schedule with at least four days per week in the office and up to one day working from home.

Base salary: $57,000 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Handle inbound client interactions, resolve service requests, and convert appropriate calls into sales opportunities.
• Set up accounts, process paperwork and routine transactions, schedule meetings, and answer information requests.
• Prepare Financial Advisors for sales presentations and client interactions.
• Support advisors and product specialists with transactions, recommendations, and the financial planning process.
• Gather and document client information to meet compliance requirements and manage issue recovery processes.
• Shadow client appointments, learn to write financial plans, and develop toward a future Financial Advisor role.

Requirements

• High school diploma or GED and at least one year of relevant experience.
• Current FINRA Series 7 license.
• State securities license S63 or S66 and state IAR license S65 or S66, or willingness to obtain the required license within 90 days.
• Must hold or obtain a Minnesota Life, Accident/Health Insurance, and Variable Contracts license within 30 days of hire.
• Previous experience delivering outstanding client service, with strong mathematical, analytical, organizational, and time-management skills.
• Must have valid United States work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Bachelor’s degree or equivalent.
• CFP or CRPC designation.
• Previous sales experience or exposure.

Culture & Benefits

• Structured advisor development and continuous professional learning.
• Technology-enabled training focused on financial planning, products, sales, and communication.
• In-person collaboration and relationship-based client service.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Pay-for-performance compensation with eligibility for variable pay depending on the role.