Associate Advisor Compensation Solution Professional

Location: Fort Mill/Charlotte, United States

Salary: $22.53–$37.59 per hour

Company

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

What you will do

• Handle inbound calls and ask probing questions to understand advisor and office inquiries.
• Research cases received through phone and email and follow them through to resolution.
• Own complex compensation issues, set expectations, and contact third-party sponsors and carriers when needed.
• Consult with offices, advisors, staff, and internal partners on commission structures and compensation processes.
• Educate advisors and their staff on technology and reporting issues to improve efficiency.
• Support team training, new-hire onboarding, compensation activities, and proactive communications about billing events and tax-season preparation.

Requirements

• At least 3 years of customer service or comparable industry experience.
• At least 2 years of experience and proficiency with Microsoft Excel, including pivot tables.
• Strong organizational, critical-thinking, verbal, written, phone communication, and listening skills.
• Understanding of the financial advisor role and ability to provide a strong client experience.
• Ability to work in the Fort Mill/Charlotte location.

Nice to have

• Team lead, managerial, or supervisory experience.
• Financial services, advisor compensation, or correction experience.
• Experience with Dynamics, Client Works, Oracle, or Varicent.
• Bachelor’s degree in finance.
• SIE certification.

Culture & Benefits

• Collaborative, fast-paced, team-oriented work environment.
• Focus on integrity, continuous improvement, creativity, and shared success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to support initiatives that improve the advisor experience and broader organization.

Hiring process

• Applicants are contacted directly only from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.