Associate Financial Advisor (Financial Services)

Location: Plantation, Florida; substantial ongoing hybrid commitment with meaningful in-person availability required

Company

hirify.global franchise practice providing financial planning and advisory services through an independent contractor engagement.

What you will do

• Build trusted client relationships and support a proactive, personalized client experience.
• Prepare for client meetings, organize client information, create planning deliverables, and manage follow-up activities.
• Support analysis of client goals, risk considerations, planning scenarios, illustrations, and suitable recommendations under supervision.
• Develop professional networks, referrals, educational events, seminars, community outreach, and prospective-client relationships.
• Improve client service, workflows, efficiency, and practice growth while managing business-development activity independently.
• Progress toward broader client-facing, advisory, growth, and leadership responsibilities as licensing, training, performance, and readiness requirements are met.

Requirements

• Ability and commitment to obtain all required securities registrations and insurance licenses within established timelines.
• Ability to satisfy applicable registration, background, training, and continuing education requirements.
• Strong interpersonal, relationship-building, communication, business-development, and active-listening skills.
• Integrity, discretion, accountability, resilience, organization, sound judgment, and attention to detail.
• Technology proficiency and ability to learn financial planning and CRM systems.
• Ability to work in a hybrid arrangement with meaningful in-person availability in Plantation, Florida.

Nice to have

• Bachelor's degree or equivalent combination of education and relevant experience.
• Experience in financial services, client service, consultative sales, business development, or another relationship-driven field.
• Current securities registrations or insurance licenses, such as SIE, Series 7, Series 66, or Life/Health.

Culture & Benefits

• Independent contractor engagement with mentorship, observation, feedback, and hands-on development support from the practice owner and team.
• Performance-based compensation tied to measurable contribution, client relationships, business development, and practice growth.
• Potential consideration for expanded responsibilities, leadership development, and future ownership discussions; these opportunities are not guaranteed.
• The contractor is responsible for applicable business expenses, taxes, insurance, licensing costs, and other obligations specified in the agreement.
• No employee benefits are implied by the posting.

Hiring process

• Submit a resume and brief cover letter describing relevant experience, values, network-building approach, and business goals.
• Complete the practice's selection process and any applicable registration, background, training, and licensing steps.