Advisor Licensing Program (Financial Services)

Location: Richmond, Virginia, United States; field management

Salary: $22.28–$37.14 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, investment solutions, fintech tools, and practice management services.

What you will do

• Complete a six-month training program covering wealth management, LPL systems and procedures, investment products, financial planning, client service, and consultative sales.
• Pass the SIE, Series 7, and Series 66 examinations within the first 120 days of employment.
• Manage client relationships through service calls, transactions, reports, forms, email responses, and proactive outreach.
• Analyze client data and develop, implement, and maintain financial planning and investment solutions.
• Help maintain a book of more than 120,000 clients while meeting asset investment, wallet-share, and relationship-development goals.
• Coordinate across departments, support partnerships, and assess and mitigate compliance and fraud risks.

Requirements

• Bachelor’s degree or equivalent.
• Ability to pass multiple FINRA licensing examinations, including the SIE, Series 7, and Series 66.
• Strong communication, listening, business writing, collaboration, organization, and client-service skills.
• Ability to evaluate and mitigate risk while maintaining compliance standards.
• Ability to work in a call center environment using multiple computer applications and data-entry systems.

Nice to have

• SIE completed before the start date.
• Prior financial telesales, trading, call center, financial advisory, or retail client guidance experience.
• Understanding of financial planning concepts, investment markets, and account types.
• Proficiency in Microsoft Office and web-based applications.

Culture & Benefits

• Collaborative, fast-paced, client-focused environment with an emphasis on creativity and continuous improvement.
• Leadership coaching, tutoring, and support throughout the licensing program.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunity to graduate into an Associate Financial Advisor role supporting clients virtually and by phone.