Wealth Solutions Advisor (Fintech)

Location: Fully remote, nationwide within the United States; applicants must be authorized to work for any U.S. employer. A reliable wired high-speed internet connection and a suitable home workspace are required.

Base salary: $70,000–$92,500 per year, plus sales incentives and potential bonus compensation.

Company

hirify.global provides financial services and tools that help customers pursue financial freedom and consolidate assets.

What you will do

• Build customer relationships and identify opportunities to consolidate outside assets with hirify.global.
• Conduct scheduled customer conversations covering education, retirement, and other intermediate- to long-term savings goals.
• Present appropriate solutions using hirify.global's conversation model and interactive planning tools.
• Manage appointments, pipelines, follow-ups, and account onboarding in Salesforce CRM.
• Partner with relationship management and advisory teams to coordinate handoffs after assets are closed.
• Meet bi-monthly sales and conversation targets.

Requirements

• FINRA Series 7, 63, and 65 or 66 registrations required.
• At least 3 years of financial industry experience with demonstrated sales success.
• Exceptional listening, verbal communication, and presentation skills.
• In-depth understanding of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.
• U.S. work authorization required; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Experience helping mass-affluent customers structure and reach long-term savings goals.
• Experience with retirement plans and financial tools.
• Strong organizational, interpersonal, customer-first, and team-first skills.

Culture & Benefits

• Fully remote work with a flexible and inclusive environment.
• 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, volunteer time, and leave programs.
• $5,000 sign-on bonus may be available to fully licensed candidates who apply by September 30.