Wealth Associate (Finance)

Location: Greensboro, North Carolina, United States

Salary: $73,130–$121,849 per year

Company

hirify.global is a US wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Support financial advisors with investment research and financial planning.
• Develop customized asset allocation strategies and investment solutions for clients.
• Support client relationship building and business development activities.
• Perform business analytics to support advisor practice growth.
• Analyze portfolio performance reviews and recommend potential changes to financial advisors.

Requirements

• 5+ years of experience in client service; financial-sector experience is preferred.
• Bachelor’s degree or equivalent.
• Series 7 and Series 66 licenses.
• Strong attention to detail, analytical ability, problem-solving skills, and effective written and verbal communication.
• Ability to manage multiple projects and deadlines while working collaboratively in a fast-paced environment.

Nice to have

• Financial services or prior customer service experience.
• Experience with Microsoft Word, Excel, PowerPoint, and CRM applications.
• Ability to explain complex information clearly and simply.

Culture & Benefits

• Collaborative, team-oriented work environment focused on client success.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to contribute to continuous improvement and business impact.