Specialist, Investment Services (Finance)

Location: Columbus, Ohio — One hirify.global Plaza. Must reside within 35 miles of the location. Hybrid schedule: 3 days in office and 2 days remote.

Salary: $60,000–$112,000 annual national range; expected starting range: $60,000–$90,000.

Company

hirify.global is a Fortune 100 financial services company providing insurance, investment, retirement, and protection solutions to individuals and businesses.

What you will do

• Provide personalized investment guidance and retirement planning support.
• Conduct needs-based assessments and recommend managed accounts, annuity solutions, and other appropriate products.
• Lead customer retention, rollover, and outside-asset-consolidation discussions, including complex and large-dollar cases.
• Drive new money growth, complete account applications, execute trades and money movement, and maintain documentation in Salesforce.
• Provide trade queue coverage and identify additional client needs during service interactions.
• Collaborate with Operations, Service, Suitability, Compliance, and Retirement teams to resolve complex issues.

Requirements

• Bachelor’s degree preferred, ideally in Business, Finance, Economics, or a related field.
• Three years of experience in financial services, sales, wealth management, or retirement planning required; five years preferred.
• Series 7, Series 65, Life & Health, and Series 63 licenses required.
• Experience with client-facing advisory work, retirement transitions, financial planning, needs analysis, complex financial transactions, or investment product discussions.
• Strong communication, interpersonal, financial analysis, relationship-building, and case-ownership skills.
• This role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT extension program.

Culture & Benefits

• Hybrid work environment with regular office presence in Columbus.
• Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace focused on customer care, respect, and equal opportunity.