Virtual Financial Advisor (Wealth Management)

Location: Remote within hirify.global's U.S. footprint; listed home location is Colorado. Occasional in-office participation may be required.

Base salary: $55,000 per year, with incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global is a financial services company providing banking, wealth management, investment, and insurance services.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized financial plans.
• Grow and retain an investment and insurance book of business through sales, service, networking, and referrals.
• Present financial recommendations, monitor client plans, and recommend changes as needs evolve.
• Coach and educate branch employees and internal partners to identify investment opportunities.
• Lead investment-related actions with branch managers and investment sales associates.
• Review business results and pipeline activity while meeting lead and referral follow-up agreements.

Requirements

• Bachelor's degree and 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience.
• FINRA Series 7 and Series 66 licenses, or Series 63 and 65.
• Life and Health Insurance licenses.
• Experience with client prospecting, relationship management, financial analysis, financial modeling, and customer engagement.
• Must work from an approved location within the hirify.global footprint and maintain a quiet, secure, confidential home workspace.
• CST/PST availability and bilingual Spanish skills are preferred.

Culture & Benefits

• Inclusive workplace focused on customer experience, collaboration, and risk management.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) match, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and selected fully paid education programs.
• Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and service.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.