Associate Financial Representative (Fintech)

Location: Richmond, Virginia, United States; field management

Salary: $67,500–$112,500 per year, including base salary and potential sales incentive compensation

Company

hirify.global is a U.S. wealth management firm providing investment solutions, financial technology tools, and practice management services to financial advisors and institutions.

What you will do

• Deliver financial advice and conduct investment reviews through inbound and outbound phone calls.
• Handle client transactions and general customer service requests.
• Prepare client reports and investment proposals.
• Support internal departments and independent financial advisors in understanding the program.
• Research and resolve client and advisor issues while communicating operational and financial industry procedures.
• Identify sales and asset retention opportunities and provide feedback to improve advisor experience and operational efficiency.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• At least one year of direct client experience in the financial services industry.
• Ability to provide professional client service in a fast-paced, team-based call center environment.

Nice to have

• Life and Health license.
• Financial trading, financial advisor, tele-sales, or service call center experience.
• Microsoft Office and web-based application proficiency.
• Strong telephone service, relationship management, communication, and data input skills.

Culture & Benefits

• Team-oriented environment focused on client success, integrity, creativity, and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and incentive compensation based on the applicable plan.

Hiring process

• Applications are submitted through the LPL careers platform.
• LPL communicates with applicants only from an official @lplfinancial.com email address.