Registered Member Associate (Financial Services)

Location: San Diego, California, United States (Hybrid); Monday–Friday, 8:30 AM–5:00 PM Pacific Time

Salary: $27.65–$34.52 per hour

Company

hirify.global provides financial services and member-focused banking products through a large, compliance-oriented organization.

What you will do

• Provide administrative and client support to Financial Advisors through telephone, digital chat, and other communication channels.
• Research account inquiries, resolve issues, perform account setup and maintenance, and maintain accurate member records.
• Prepare paperwork, account portfolio reviews, financial plans, account hypotheticals, and appointment documentation.
• Identify client needs, develop cross-servicing opportunities, coordinate referrals and appointments, and support product penetration.
• Detect account irregularities, potential fraud, and security issues under Bank Secrecy Act and Anti-Money Laundering requirements.
• Coordinate marketing initiative results and assist with training and onboarding new employees.

Requirements

• FINRA Series 7, NASAA Series 63/65 or 66 registration, and a state Life & Health Insurance License.
• Experience in administrative support, customer or member service, or financial services.
• Knowledge of financial transactions, financial institution practices, lending principles, regulations, and account-processing systems.
• Strong communication, customer service, relationship management, research, analytical, organizational, and problem-solving skills.
• Ability to work independently and collaboratively, manage multiple priorities, interpret regulatory documents, and maintain accuracy under deadlines.
• Ability to work in the hybrid San Diego, California location during Pacific Time business hours.

Nice to have

• Advanced knowledge of investment and insurance products.
• Knowledge of Navy Federal and NFIS functions, policies, procedures, and programs.
• Bachelor's degree in Business Administration, Finance, Management, or a related discipline, or related professional experience.

Culture & Benefits

• Meaningful career environment focused on an energized, engaged, and committed culture.
• Competitive pay and generous benefits and perks.
• Recognized as a major employer for workplace culture, veterans, military spouses, new graduates, and technology professionals.