Associate Financial Advisor

Location: Bellevue, Pennsylvania, with assignments in Bridgeville, Washington, Bellevue, and Cranberry Township branch offices

Company

hirify.global provides banking and investment-related financial services through its branch network.

What you will do

• Develop new business and retain existing client relationships.
• Support Financial Advisors with client meetings, account reviews, financial profiles, documentation, and service requests.
• Analyze customer needs and recommend suitable financial products and services.
• Monitor client accounts and transactions and conduct securities purchases and sales as directed by clients.
• Build referral relationships with clients, retail offices, internal departments, and community centers of influence.
• Deliver presentations, seminars, branch training, and required reports while supporting marketing and process improvements.

Requirements

• Bachelor's degree in finance or a related field preferred.
• 2–3 years of relevant experience.
• Knowledge of financial analysis, mutual funds, stocks, bonds, investment markets, economic fundamentals, custodial accounts, IRAs, estates, fiduciary accounts, ERISA, brokerage accounts, and employee benefits.
• Ability to communicate clearly, establish effective working relationships, analyze information, make decisions, and manage personal goals and work progress.
• Ability to work in assigned branch offices and use on-site equipment and Microsoft Office applications.
• Required licenses in relevant states upon hire: Series 7, Life/Accident/Health, Series 63, and either Series 65 or Series 66.

Culture & Benefits

• Collaborative work as part of a Financial Advisor and branch team.
• Ongoing continuing education is required for applicable licensed representatives.
• Work is performed in assigned hirify.global branch offices using on-site equipment.
• Inclusive workplace committed to equal employment opportunity.