Financial Advisor (Wealth Management)

Location: Denver, Colorado, United States; in-office role based in a bank branch

Salary: $57,750–$96,250 per year, plus incentive compensation based on company, business, and individual performance.

Company

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

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 networking, referrals, sales, and client service.
• Build client relationships, resolve financial service needs, and identify opportunities for internal referrals.
• Coach and educate branch staff on identifying investment opportunities and lead actions supporting investment results.
• Review business results and referral pipelines with branch managers and internal partners while adhering to applicable 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, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of financial analysis, financial modeling, client prospecting, relationship management, and investment strategies.
• hirify.global does not provide sponsorship for employment visas or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative, inclusive, and supportive in-office work environment.
• Robust training program, administrative support, and financial planning technology.
• Medical, prescription, dental, vision, life, disability, and health savings account options for eligible full-time employees.
• 401(k) match, pension, stock purchase plan, educational assistance, wellness incentives, and dependent care support.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.