Financial Advisor Trainee (Financial Services)

Location: Raleigh, North Carolina, United States. Workstyle: Resident. Travel: less than 25%.

Company

hirify.global provides financial services and develops Financial Advisors through its Advisor Mastery Program.

What you will do

• Complete distance learning, apprenticeship, rotations, and firm training through the Advisor Mastery Program.
• Build an individual advisory practice through prospecting, networking, community initiatives, and client development.
• Evaluate clients’ financial needs, investment objectives, time horizons, risk profiles, holdings, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing client service and portfolio monitoring.
• Open, transfer, and close accounts; maintain records; process purchase and sale instructions; and follow up on transactions.
• Meet production standards, complete training and assessments, and obtain required financial industry licenses.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field preferred.
• 13 months to 3 years of general experience, including demonstrated achievement in sales or a business environment.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, sales, and compliance.
• Ability to manage multiple detailed priorities, communicate effectively, build client relationships, handle rejection, and remain resilient in high-stress situations.
• SIE required unless exempt or grandfathered, or obtainable within four months of starting.
• Series 7 and Series 66 required or obtainable within four months; Life, Health and Variable Annuity licensing required or obtainable within six months.

Culture & Benefits

• Medical, dental, and vision coverage may be available.
• Life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture focused on client service, integrity, independence, accountability, and continuous improvement.