Lead Associate - Financial Wellness Planning & Advisory Services (Financial Services)

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT sponsorship, is not available. Reliable high-speed wired internet and a suitable home workspace are required.

Base salary: $65,600–$92,675 per year, with potential bonus eligibility.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through investment, wealth management, and retirement solutions.

What you will do

• Handle complex escalated participant calls, research issues, coordinate resolutions with Supervisory Managers, and make outbound calls as needed.
• Monitor calls for service quality and regulatory compliance, provide feedback, and identify associate coaching opportunities.
• Coach, mentor, train, and cross-train associates on wealth management conversations, cross-selling, and tax-exempt strategies.
• Analyze call statistics, quality results, escalations, exceptions, and service data to identify trends and recommend operational improvements.
• Complete Best Interest Profile supervisory reviews, fraud verification for qualifying distributions, and account research in accordance with FINRA and SEC guidelines.
• Develop job aids, training materials, reports, performance metrics, and data-driven recommendations in partnership with leadership and training teams.

Requirements

• Bachelor's degree or equivalent experience in financial services.
• FINRA Series 7, 24, 63, and 65 registrations; Series 9/10 may be accepted instead of Series 24.
• FINRA fingerprinting.
• Five years of wealth management experience.
• Authorization to work for any employer in the United States.
• Experience with brokerage trading and trade approval is preferred.

Nice to have

• Analyst or data analytics experience involving operational or performance data.
• Experience developing reports, dashboards, metrics, and data-driven recommendations.
• Experience using reporting and analytical tools to evaluate business performance.
• Strong knowledge of wealth management and tax-exempt sales strategies.
• Experience handling escalated client issues and developing training resources.

Culture & Benefits

• Flexible remote work environment with opportunities for internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive Business Resource Groups and a welcoming work environment.