Virtual Financial Advisor (Wealth Management)

Location: Home Location-NC (North Carolina), United States; remote work may be available in select geographic locations with approval, and occasional in-office participation may be required.

Company

hirify.global is a financial services company providing wealth management, banking, investment, and insurance solutions.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Present financial recommendations, monitor client plans, and recommend adjustments based on changing needs.
• Coach and educate branch staff and internal partners to identify investment opportunities and improve referral activity.
• Review business results and pipeline management with branch managers and internal partners while meeting lead and referral follow-up standards.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certification, and experience.
• 2+ years of relevant professional experience.
• Experience with client prospecting, relationship building, financial analysis, financial modeling, customer engagement, and sales.
• Strong communication, public speaking, coaching, customer retention, and interpersonal skills.
• Work must be performed from an approved eligible geographic location in the United States, with a quiet, secure, and confidential home workspace.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, collaboration, and employee contribution.
• Medical, prescription, dental, vision, life insurance, and disability coverage may be available based on eligibility.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and service.
• Wellness programs with financial incentives and additional family-care benefits.