Associate - Clearwater Financial Group (Financial Services)

Location: Remote; support work requires securities registration and insurance licensing in applicable U.S. states

Company

hirify.global provides financial products, investment advisory services, and insurance solutions through Financial Advisors.

What you will do

• Provide licensed financial and non-financial support to Financial Advisors and their members and customers.
• Handle sensitive communications and maintain a high level of customer satisfaction.
• Research securities and investment advisory products, conduct due diligence, and support suitable recommendations.
• Open and complete product applications, collect suitability information, and accept or enter customer securities trade orders.
• Explain insurance coverage, analyze policies and exposures, provide recommendations, and issue insurance documents.
• Support business planning, client meetings, referrals, seminars, workshops, and marketing activities.

Requirements

• Must hold securities registration: Series 7 and 66, or Series 6 and 63.
• Must hold appropriate insurance licenses and appointments for life, health, and variable products.
• Must be registered and licensed in all states where support work for Clearwater Financial Group will be performed.
• Customer service experience is required; two or more years is preferred.
• Ability to manage multiple tasks, maintain quality during frequent interruptions, and protect confidential information.
• Background verification and fingerprints are required for the FINRA registration process.

Nice to have

• Previous administrative or secretarial experience.
• Willingness to complete state training for Long-Term Care insurance if required by the position.

Culture & Benefits

• Remote work arrangement.
• Collaboration with Financial Advisors and external organizations.
• Opportunities to facilitate or co-present financial product seminars and workshops.
• Reasonable accommodation is available for individuals with disabilities.