Financial Advisor (Wealth Management)

Location: Boca Raton, Florida, United States; in-office role based in a bank branch

Company

hirify.global provides banking and wealth management services focused on helping clients achieve their savings, investing, and retirement goals.

What you will do

• Consult with clients on investment, insurance, and financial planning strategies.
• Develop, implement, and monitor personalized financial plans and recommend changes as needed.
• Grow and retain an investment and insurance book of business through client networking and relationship development.
• Manage the client experience, including sales, service, referrals, and follow-up on leads.
• Coach and educate branch employees to identify investment opportunities and improve referral activity.
• Review business results and pipeline performance with branch managers and internal partners while following applicable regulations and policies.

Requirements

• Bachelor's degree or a comparable combination of education, certification, and experience.
• At least 2 years of relevant professional experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Life and Health Insurance licensing is required.
• Experience with client prospecting, relationship management, financial analysis, financial modeling, public speaking, and sales.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative branch environment with administrative support, training, and financial planning expertise.
• Technology and referral programs designed to support advisor effectiveness.
• Medical, prescription, dental, vision, life, and disability coverage options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and tenure.