Financial Advisor (Wealth Management)

Location: In-office in Bay City, Michigan, United States

Company

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

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop personalized financial plans, recommend suitable products, and monitor plans over time.
• Grow and retain an investment and insurance book of business through prospecting, networking, and referrals.
• Own the client experience by handling sales and service needs and identifying opportunities for additional solutions.
• Coach branch employees and business partners to identify investment opportunities and drive referral activity.
• Review business results, manage the pipeline, follow up on leads, and comply with applicable regulations and policies.

Requirements

• Bachelor’s degree preferred; comparable education, certifications, and experience may be considered.
• At least 2 years of relevant professional experience typically required.
• 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, and public speaking.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative branch-based work with administrative support, financial planning guidance, training, and technology.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.