Senior Financial Advisor

Location: Bay City-BR4401, United States; Workplace Type: Office

Company

hirify.global provides banking and financial services to personal and business clients.

What you will do

• Partner with branch staff to identify client needs and recommend investment and insurance solutions.
• Apply comprehensive financial planning that considers assets, goals, time horizons, and risk tolerance.
• Manage personal production goals, customer service objectives, and assigned branches or books of business.
• Coach branch staff on customer profiling and identifying short- and long-term financial goals.
• Provide ongoing training and sales support across assigned branches.
• Collaborate with Mortgage, Business Banking, Private Bank, and other lines of business to meet client needs.

Requirements

• High school diploma required.
• At least one year of investment sales experience required.
• Series 7, 63, 65/66, and Life and Health licenses required.
• Bachelor's degree preferred.
• Two to three years of investment experience, coaching and influencing experience, and a record of exceeding goals preferred.
• Strong communication, attention to detail, customer service, and follow-up skills.

Culture & Benefits

• Office-based work arrangement for this branch role.
• Some positions outside the branch network may offer flexible in-office and work-from-home arrangements.
• Exempt status; not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.