Financial Solutions Advisor (Wealth Management)

Location: Edinboro, Pennsylvania, United States; in-office role

Company

hirify.global provides banking and wealth management services, helping customers manage investments, insurance needs, and financial plans.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized financial plans.
• Grow and retain an investment and insurance book of business through branch development and outbound calling.
• Present financial recommendations, monitor client plans, and recommend changes as needed.
• Coach branch staff and internal partners to identify investment opportunities and generate referrals.
• Review business results and pipeline activity with branch leadership while meeting lead and referral service levels.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Associate degree or a comparable combination of education, certification, and experience.
• Less than one year of professional experience and/or successful completion of a formal development program is typical for this level.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Strong customer focus, communication, interpersonal, coaching, prospecting, sales, and prioritization skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office environment focused on collaboration, support, inclusion, and work-life balance.
• Medical, prescription, dental, and vision coverage options, including a health savings account feature.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness incentives, dependent care support, and adoption, surrogacy, and doula reimbursement.