P1 Advisor Non-Exempt

Location: Portland, Maine, United States

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

• Build a personal book of business and develop ongoing financial planning relationships with clients.
• Build a pipeline through personal and professional contacts and new leads.
• Support experienced financial advisors in helping clients achieve their financial goals.
• Develop and execute marketing plans to support client acquisition and re-engagement.
• Gather and analyze client data, prepare financial plans, and develop product-focused recommendations.
• Support practice operations, client service delivery, process improvements, meetings, and budget monitoring.

Requirements

• Join a team practice and support one or more experienced financial advisors.
• Obtain FINRA Series 7, state securities agent, investment adviser representative, and state insurance licenses within 150 days of hire.
• Participate in licensing coaching and meet licensing and appointment preparation timelines.
• Demonstrate confidence, perseverance, accountability, and a strong desire to succeed in a goal-oriented environment.
• Have strong verbal, written, and listening communication skills.
• Be willing to learn from experienced financial advisors and work collaboratively.

Nice to have

• Four-year college degree from an accredited institution.

Culture & Benefits

• Full-time, non-exempt position within a team-based advisor practice.
• Collaborative environment focused on learning from experienced financial advisors.
• Work is performed in accordance with professional ethics and legal and regulatory requirements.
• Inclusive and accessible recruitment process with reasonable accommodations available.