Advisor Loan Consultant

Location: Boston or Springfield, Massachusetts, United States

Salary: $102,500–$134,500 per year

Company

hirify.global provides wealth management, financial planning, lending and banking, trust, investment, and operational services.

What you will do

• Develop practice assessment capabilities for wealth management recruits and practice acquisition candidates.
• Analyze advisor loan programs, including financial performance, profitability, loan structures, break-even points, and sensitivity analysis.
• Produce detailed reports, summaries, presentation materials, and meeting collateral for advisor loan programs.
• Collect, organize, analyze, and visualize data to support governance and decision-making.
• Identify and develop relevant key performance indicators and communicate actionable insights.
• Provide guidance to data users and perform reporting and system testing for enhancements.

Requirements

• 4+ years of experience in a client-facing financial services role, such as wealth management, financial planning, private banking, or investment solutions.
• 3+ years of experience working with Microsoft Excel.
• 1+ year of cross-functional experience with field partners, with a focus on relationship management.
• High school diploma.
• Ability to pass a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA.
• Strong written and verbal communication skills, with the ability to present findings clearly to different audiences.

Nice to have

• Experience in client-facing analytics, strategy consulting, or financial analysis.
• Experience advising on marketing or business performance and influencing decisions through insights and measurement.
• Experience with Tableau, SAS, or Excel VBA.

Culture & Benefits

• Regular meetings with the MMLIS Advisor Loans & Transitions team and focused one-on-one meetings with the manager.
• Networking opportunities through business resource groups supporting diverse communities.
• Access to learning content through Degreed and other informational platforms.
• Industry-leading pay and benefits in an ethical and stable business environment.