Financial Advisor (Wealth Management)

Location: In-office role based in Birmingham, Alabama, at the Crestline Branch; the posting lists Mountain Brook, AL 35213.

Company

hirify.global provides banking, investment, financial planning, and wealth management services through a network of branches and financial professionals.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, implement, monitor, and update personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Present financial recommendations, handle client service needs, and identify sales opportunities.
• Coach and educate branch staff on investment opportunities and lead actions supporting investment results.
• Review business results and pipeline activity with branch leaders while meeting referral follow-up and compliance requirements.

Requirements

• Bachelor’s degree and 2 or more years of relevant professional experience, or an equivalent combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of financial analysis, financial modeling, investment advisory, credit risk analysis, prospecting, sales, and client relationship management.
• Strong communication, public speaking, coaching, customer engagement, and prioritization skills.
• 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 guidance, training, and financial technology.
• Medical, prescription, dental, vision, life, and disability coverage options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, dependent care support, and education assistance.
• Paid holidays, absence days, parental leave, and 15 to 25 vacation days depending on career level and tenure.
• Wellness programs with financial incentives and additional family support benefits.