Financial Advisor Trainee

Location: The Woodlands, Texas, United States; resident workstyle

Company

hirify.global provides financial services and supports advisors through structured training, mentorship, and professional development.

What you will do

• Build an individual financial advisory practice and develop a book of business.
• Prospect for new clients through networking, community initiatives, centers of influence, and niche development.
• Evaluate clients’ financial needs, investment objectives, risk profiles, portfolios, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing client service.
• Open, transfer, and close customer accounts; maintain records and monitor portfolios.
• Complete AMP training, meet production standards, and obtain required industry licenses.

Requirements

• Bachelor’s degree preferred, with at least three years of relevant experience in sales or a business environment, or an equivalent combination of education and experience.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, and reporting.
• Ability to communicate effectively, manage multiple priorities, build client relationships, and handle rejection during prospecting.
• Experience or ability to learn CRM and other software used for financial plans, reports, correspondence, spreadsheets, and databases.
• SIE certification required, or ability to obtain it within four months of starting the program.
• Series 7 and Series 66, plus Life, Health and Variable Annuity licenses, or ability to obtain them within the stated program timeframes.

Culture & Benefits

• Advisor Mastery Program combines distance learning, apprenticeship, mentorship, and training at the firm’s international headquarters.
• Training covers technical and sales skills for long-term development as a standalone advisor or team advisor.
• Benefits may include medical, dental, vision, life, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Travel is less than 25%.
• Guiding behaviors emphasize development, collaboration, decisive client-focused action, accountability, delivery, and continuous improvement.