Associate Financial Representative I (Financial Services)

Location: Fort Mill/Charlotte, United States

Salary: $54,700–$91,100 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and institutions with investment solutions, technology resources, and practice management services.

What you will do

• Work alongside a mentor financial advisor while learning the financial advisory business.
• Build referral pipelines, partnerships, and client relationships.
• Analyze client financial data and help develop strategies aligned with client goals.
• Prepare account forms, maintain accurate client files, and provide administrative support.
• Support client communications, seminars, mailings, appointments, prospecting, and marketing activities.
• Process trades under the direction of the mentor financial advisor and follow compliance requirements.

Requirements

• At least 1 year of applicable professional, sales, or entrepreneurial experience.
• Bachelor’s degree.
• Ability to obtain Series 7 and Series 66 licenses within the first 120 days of employment.
• At least 3 years of experience using Microsoft Office.
• Strong analytical, communication, organizational, and client-service skills.
• Ability to learn and follow standard operating procedures and compliance regulations.

Nice to have

• Entrepreneurial spirit and self-motivation.
• High attention to detail and ability to multitask accurately.
• Ability to quickly learn new technologies and software programs.

Culture & Benefits

• Mentoring, coaching, apprenticeship, and classroom learning with industry professionals.
• Training events and sales meetings to develop industry and sales knowledge.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Collaborative, team-oriented environment focused on client success and continuous improvement.