Financial Advisor (Wealth Management)

Location: Erie, Colorado, United States; in-office position based in a bank branch

Salary: $52,500–$87,500 per year, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global is a financial services company providing banking and wealth management solutions.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, implement, and monitor personalized financial plans.
• Grow and retain an investment and insurance book of business through client networking and relationship management.
• Own the client experience, handle sales and service needs, and make referrals to internal partners.
• Coach and educate branch staff to identify investment opportunities and improve referral activity.
• Review business results and pipeline management with branch leaders while following applicable laws, regulations, and policies.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 2+ years of relevant professional experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Experience in 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 work across a circuit of branches with administrative support, financial planning expertise, training, and technology.
• Medical, prescription, dental, vision, life, disability, and health savings account options, subject to eligibility.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Inclusive and accessible workplace with reasonable accommodation support.