Premier Client Advisor (Wealth Management)

Location: East Norriton, Pennsylvania, United States; in-office role

Company

hirify.global provides banking and wealth management services, helping clients plan for savings, investing, and retirement goals.

What you will do

• Manage an assigned book of business and own the client experience across sales and service.
• Consult with clients on investment, insurance, and financial planning strategies.
• Develop, present, monitor, and update personalized financial plans and recommendations.
• Acquire, expand, and retain client relationships through networking and business development.
• Coach branch staff and internal partners to identify investment opportunities and drive referrals.
• Review business results, manage the pipeline, and follow up on leads and referrals in line with service agreements.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or a comparable combination of education, certification, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of customer experience, client retention, prospecting, sales, communication, coaching, and relationship management.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office workplace with a supportive and inclusive culture.
• Medical, prescription, dental, and vision coverage, including a Health Savings Account option.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Paid holidays, parental leave, vacation, occasional absence days, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.