Financial Advisor (Wealth Management)

Location: Mesa, Arizona, United States; in-office role based in a bank branch.

Company

hirify.global provides banking and wealth management services, supporting clients with financial planning, investment, and insurance solutions.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, implement, and monitor personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and client relationship management.
• Coach branch staff and internal partners to identify investment opportunities and generate referral activity.
• Review business results and pipeline activity with branch managers and internal partners while meeting referral follow-up standards.
• Manage client risk and comply with applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• FINRA Series 7 and Series 66 licenses, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Skills in financial analysis, financial modeling, client prospecting, relationship management, public speaking, and customer engagement.
• Must work in-office at the Mesa, Arizona branch; hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative branch environment with administrative support, financial planning experts, training, and technology.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid holidays, paid absence days, parental leave, and 15 to 25 vacation days depending on career level and service.
• Educational assistance, wellness programs, disability protection, and dependent or elder care support.
• Inclusive and accessible workplace with reasonable accommodation support.