Associate Financial Advisor (Wealth Management)

Location: Boca Raton, Florida, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $70,490–$119,890 USD base pay annually.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to high-net-worth individuals, families, corporations, and institutions.

What you will do

• Support and deepen client relationships alongside a Senior Financial Advisor.
• Participate in client meetings, financial planning, portfolio reviews, and investment recommendations.
• Conduct investment and market research to support client conversations and planning opportunities.
• Use financial planning technology, including eMoney, to develop comprehensive client strategies.
• Collaborate with internal specialists and investment providers to deliver customized wealth management solutions.
• Support business development, account administration, servicing requests, and regulatory documentation while progressing toward independent client relationship management.

Requirements

• 1–3 years of experience in wealth management, brokerage, investment advisory, or financial services.
• Bachelor’s degree in finance, business, economics, or a related field.
• FINRA licenses required: SIE, Series 7, and Series 66, or Series 63/65.
• Strong communication, relationship-building, prioritization, and teamwork skills.
• Knowledge of investment products and financial markets.
• Authorization to work in the United States without employment-based visa sponsorship is required.

Nice to have

• Direct sales experience.
• Options experience.

Culture & Benefits

• Direct mentorship from an experienced Financial Advisor.
• Collaborative environment with access to industry experts and resources.
• Career progression toward becoming a lead Financial Advisor.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• Inclusive workplace with opportunities for internal mobility and community involvement.