Financial Advisor Trainee (Frisco, TX)

Location: Frisco, Texas, United States

Company

hirify.global is a financial services firm providing investment, financial planning, and advisory services.

What you will do

• Complete distance learning, apprenticeship, rotations, and Advisor Mastery Program training.
• Develop an individual financial advisory practice and build a book of business aligned with program goals.
• Prospect for new clients through networking, community initiatives, centers of influence, and niche development.
• Evaluate client financial needs, investment objectives, risk tolerance, time horizons, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing client service.
• Open, transfer, and close accounts; maintain records; monitor portfolios; and process customer transactions.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field preferred.
• At least three years of relevant experience, preferably in sales or a business environment, or an equivalent combination of education, training, and experience.
• Knowledge of economic and accounting principles, financial markets, banking, financial analysis, and financial planning.
• Ability to manage multiple detailed assignments, communicate effectively, build client relationships, and handle rejection in a fast-paced environment.
• Must work onsite in Frisco, Texas, United States.
• SIE, Series 7, Series 66, and Life, Health and Variable Annuity licenses required or obtainable within the specified program deadlines.

Culture & Benefits

• People-first culture focused on client service, integrity, independence, and a conservative long-term perspective.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Travel is expected to be less than 25%.