Financial Advisor (Wealth Management)

Location: Onsite in Carmel, Indiana, United States

Company

hirify.global is a banking and wealth management organization providing financial products, planning, and advisory services.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, implement, and monitor personalized financial plans and recommend changes as needed.
• Grow and retain an investment and insurance book of business through prospecting, networking, and relationship management.
• Own the client experience by handling sales and service needs, identifying opportunities, and making internal referrals.
• Coach and educate branch staff and business partners to identify investment opportunities and improve referral activity.
• Review business results and pipeline activity with branch leadership while following applicable laws, regulations, and policies.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• FINRA Series 7 and Series 66 licenses, or Series 7 with Series 63 and 65.
• Life and Health Insurance license.
• Experience with client prospecting, relationship building, financial analysis, financial modeling, and customer engagement.
• Strong communication, interpersonal, coaching, sales, and prioritization skills.

Culture & Benefits

• In-office work in a collaborative bank-branch environment.
• Structured training, administrative support, and wealth management technology.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, disability protection, and dependent-care support.
• Paid holidays, occasional absence days, 15–25 vacation days depending on career level, and parental leave.
• Educational assistance, wellness programs, and adoption, surrogacy, and doula reimbursement.