Financial Advisor Trainee (Greenville, SC)

Location: Greenville, South Carolina, United States - onsite (Resident workstyle). Travel less than 25%.

Company

hirify.global is a financial services firm focused on client-first, integrity, independence and a conservative, long-term view.

What you will do

• Complete the Advisor Mastery Program (AMP) through distance learning, apprenticeship, and training at the firm's international headquarters.
• Build an individual practice in conjunction with a Mentor, Branch Manager, and/or team of Financial Advisors.
• Develop new clients through prospecting, networking, and community engagement while meeting production targets.
• Manage full-scope client relationships: evaluate financial needs, recommend suitable investments, open/transfer accounts, and monitor portfolios.
• Complete required training, obtain mandatory industry licenses within prescribed timeframes, and meet performance standards.

Requirements

• Bachelor's degree (Accounting, Business Administration, or Finance preferred) with a minimum of 3 years of relevant work experience demonstrating achievement in sales or business, or equivalent combination.
• SIE exam required (or exemption) — obtainable within 4 months of program start.
• Series 7 and Series 66 licenses or the ability to obtain them within 4 months of program start.
• Life, Health and Variable Annuity license or ability to obtain within 6 months of program start.
• Knowledge of financial markets, economic/accounting principles, and compliance guidelines.
• Strong communication skills, resilience in prospecting, and ability to manage multiple priorities in a fast-paced environment.

Culture & Benefits

• Comprehensive benefits package: medical, dental, vision, life, critical illness, and accident insurance.
• Disability benefits, retirement savings, paid time off (vacation, holidays, sick leave), and parental leave.
• People-first culture with five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve.
• Equal opportunity employer.