Associate Financial Representative

Location: Oak Brook, Illinois, United States

Salary: $74,250–$123,750 annually, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm providing investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Deliver financial advice and conduct investment reviews through inbound and outbound client calls.
• Handle client transactions and general customer service requests.
• Prepare client reports and investment proposals.
• Support internal departments and independent financial advisors with program information.
• Research and resolve client and advisor issues while communicating operational and financial industry policies.
• Identify sales and asset retention opportunities and provide feedback to improve operational efficiency.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7 license.
• Series 63 and 65, or Series 66 license.
• At least 1 year of direct client experience in the financial services industry.
• Strong communication, client service, relationship management, and business judgment skills.
• Ability to work in a team-based call center environment and use multiple computer applications for data lookup and input.

Nice to have

• Life and Health license.
• Financial trading, tele-sales, financial advisor, or financial-services call center experience.
• Proficiency with Microsoft Office and web-based applications.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• Training in customer service, operational policies, and procedures.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Base salary and incentive compensation are determined by experience, education, performance, and geographic location.

Hiring process

• Applicants should communicate with LPL only through an official @lplfinancial.com email address.
• LPL does not conduct interviews through online chatrooms and does not request payment or bank and credit card information during interviews.