Associate Financial Advisor

Location: Baltimore, Maryland, United States; onsite at 300 E. Lombard Street

Salary: $43,888 per year, plus potential overtime, incentive, equity, and benefits.

Company

hirify.global provides banking and wealth management services through its WM - FNIS business unit.

What you will do

• Prospect for potential clients and schedule client meetings.
• Manage and service existing client accounts while building stronger customer relationships.
• Serve as the primary financial advisor at assigned branches and qualify branch referrals.
• Identify cross-sell opportunities and use financial planning tools to track client goals and progress.
• Support referral training, direct-mail campaigns, marketing initiatives, and territory revenue goals.
• Process new accounts, verify broker-dealer orders, maintain client files, and follow risk and compliance procedures.

Requirements

• Bachelor’s degree in any relevant field.
• At least 3 years of job-related experience.
• Experience with investment industry products, broker-dealer procedures, forms, systems, and services.
• Excellent communication, organization, analytical, interpersonal, project management, and customer service skills.
• Working knowledge of personal computers and job-related software, including basic Microsoft Word and PowerPoint and intermediate Microsoft Excel.
• Required licenses and certifications: Life/Health and FINRA Series 7 and 63 plus Series 65 or S66.

Culture & Benefits

• Full-time employment with medical, dental, vision, and life insurance options.
• Flexible spending accounts and a health savings account.
• 401(k), paid sick time, vacation time, and paid holidays.
• Additional voluntary benefits may be available.
• Commitment to a discrimination- and harassment-free workplace.