Financial Advisor & Planner - Investment Services

Location: Remote - Nationwide, United States. Reliable high-speed wired internet and a suitable home workspace are required; office attendance may be required if home-work conditions are inadequate.

Base salary: $59,700–$84,300 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global helps Personal Wealth investment clients pursue financial freedom through investment services, financial planning, and client support.

What you will do

• Manage an assigned book of Premier and brokerage clients with individual assets under management of $100,000–$250,000.
• Provide proactive and reactive relationship management through phone and email communication.
• Discuss portfolios, markets, and economic conditions while providing holistic guidance on retirement, savings, and education planning.
• Retain assets under management, support client satisfaction, and identify opportunities for additional financial products.
• Coordinate with internal departments, operational teams, and financial planning specialists on client needs and complex plans.

Requirements

• Bachelor’s degree or higher in business, finance, or a related field.
• At least 4 years of financial services experience with a proven record of relationship building.
• Strong knowledge of current investment products and industry services.
• Proven relationship management and customer satisfaction experience.
• Current FINRA Series 7, 63, and 65 registrations are required.
• Applicants must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Experience achieving defined performance goals.
• Exceptional verbal and written communication skills.
• Ability to compare the benefits and suitability of different investment options and products.
• Strong operational, organizational, interpersonal, and collaboration skills.

Culture & Benefits

• Flexible remote work environment with opportunities for internal mobility and career growth.
• 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, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA leave.
• Inclusive Business Resource Groups and a business-casual work environment.