Financial Service Professional (Financial Services)

Location: Tempe, United States; training is onsite full time for up to 20 weeks, followed by a hybrid arrangement determined by leadership.

Salary: $23.18–$38.63 per hour

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Support financial advisors and investors through an inbound contact center.
• Resolve balance inquiries and complex cross-functional financial transactions accurately and promptly.
• Handle approximately 25–30 call interactions per day.
• Collaborate with internal service partners to resolve caller needs.
• Complete instructor-led and on-the-job onboarding, followed by continuous training during the first 18 months.
• Participate in manager touchpoints and pursue opportunities to obtain financial industry licensing.

Requirements

• 1–3 years of customer service experience.
• Securities Industry Essentials (SIE) certification, or the ability to obtain it by the employment deadline.
• High school diploma or equivalent.
• Ability to navigate multiple applications and use computers effectively.
• Strong probing, active listening, interpersonal, ownership, and learning skills.
• Ability to work onsite full time during training in Tempe; hybrid work after orientation is subject to leadership approval.

Nice to have

• Call center experience.
• Financial services industry experience.
• Associate’s or bachelor’s degree.

Culture & Benefits

• Collaborative, team-oriented environment focused on client service and continuous improvement.
• Structured training and ongoing coaching.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional Total Rewards benefits.