Virtual Financial Advisor

Location: Saint Petersburg, Florida, United States; hybrid workstyle

Company

hirify.global provides financial services through a home-office Investment Central department supporting clients, financial advisors, branches, carriers, and back-office operations.

What you will do

• Review annuity applications, enter initial applications, monitor requirements, and coordinate with insurance carriers.
• Provide escalated support for client portfolios, brokerage accounts, investment products, and customer queries.
• Review and approve client activity, execute unsolicited orders and large-volume trades, and maintain regulatory compliance.
• Research portfolios, apply modern portfolio theory, complete Investment Policy Questionnaires, and provide suitable investment information and recommendations.
• Manage client brokerage accounts, maintain accurate records, and identify opportunities to acquire assets held outside the firm.
• Coach less experienced associates and collaborate with advisors, branches, management, and back-office teams to mitigate business risk.

Requirements

• Bachelor’s degree in business administration, economics, finance, or a related discipline, or an equivalent combination of education, training, and experience.
• At least four years of financial services experience and at least three years of experience with variable annuities and life insurance products.
• Knowledge of annuity riders, living and death benefits, surrender charges, 1035 exchanges, securities, banking, and financial markets.
• Required licenses: SIE, Series 7, Series 66 or Series 63 and 65, and an insurance license.
• Strong communication, organization, analytical judgment, confidentiality, and customer service skills.
• Ability to work in a hybrid arrangement in Saint Petersburg, Florida.

Culture & Benefits

• Full-time employment in a collaborative, client-first environment.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Work involves less than 25% travel.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.