Associate Financial Representative (Fintech)

Location: Tempe, United States

Salary: $67,500–$112,500 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a US wealth management firm providing investment solutions, advisor support, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Deliver investment advice and conduct client reviews through inbound and outbound phone calls.
• Handle client transactions and general customer service requests.
• Prepare client reports and investment proposals.
• Support internal departments and independent financial advisors with program guidance.
• Research and resolve advisor and client issues while providing feedback to improve operations.
• Identify sales and asset retention opportunities and communicate financial industry policies and procedures.

Requirements

• Series 7, 63, and 65 or 66 licenses required.
• Excellent telephone service and relationship management skills.
• Prior financial trading experience.
• Strong communication skills and a service-oriented approach.
• Ability to work in a fast-paced, team-oriented call center environment.
• Ability to use multiple computer applications while assisting customers.

Nice to have

• Bachelor’s degree.
• Life and Health license.
• At least two years of direct client experience in financial services.
• Previous financial advisor, tele-sales, or financial services call center experience.
• Proficiency in Microsoft Office and web-based applications.

Culture & Benefits

• Team-based environment focused on client service, collaboration, creativity, and continuous improvement.
• Customer service and operational training.
• 401(k) matching and health benefits.
• Employee stock options, paid time off, and volunteer time off.
• Base salary supplemented by potential sales incentive compensation.