Associate Financial Representative

Location: Tempe, United States

Salary: $67,500–$112,500 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm providing investment solutions, technology resources, and practice management services to financial advisors and institutions.

What you will do

• Deliver financial advice and conduct investment reviews through inbound and outbound phone calls.
• Handle client transactions and general customer service requests.
• Prepare client reports and investment proposals.
• Support internal departments and independent financial advisors with program information.
• Research and resolve client and advisor issues while communicating operational and financial industry procedures.
• Identify sales and asset retention opportunities and provide feedback to improve operational efficiency.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7 license required.
• Series 63 and 65, or Series 66 license required.
• At least one year of direct client experience in the financial services industry.
• Strong communication, client service, collaboration, and business judgment skills.
• Ability to work in a fast-paced call center environment and use multiple computer applications for data lookup and input.

Nice to have

• Life and Health license.
• Financial trading, tele-sales, or previous financial advisor experience.
• Experience with LPL trading or financial services call centers.
• Proficiency in Microsoft Office and web-based applications.

Culture & Benefits

• Team-oriented environment focused on client success, integrity, creativity, and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Potential sales incentive compensation based on the applicable incentive plan.

Hiring process

• Applications and applicant communications are handled through LPL’s official application channels.
• LPL states that interviews are not conducted online or in chatroom forums and that applicants will not be asked for payment or bank and credit card information.