Senior Financial Representative (Wealth Management)

Location: Rockville, Maryland, United States — Field Management

Salary: $99,000–$165,000 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and retail investors with investment solutions, fintech tools, custody, and practice management services.

What you will do

• Provide client service through incoming calls, email responses, transactions, reports, forms, and proactive outreach.
• Maintain a compliant client book through regular reviews, check-ins, and relationship management.
• Collect and analyze client data, develop financial plans, implement solutions, and review them over time.
• Explain education, tax, estate, insurance, investment allocation, account types, investment products, and markets.
• Meet asset investment, wallet-share consolidation, and relationship-deepening goals through consultative sales.
• Coordinate with other departments and assess compliance, fraud, and operational risks.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7, 63, and 65 or 66 licenses.
• At least 2 years of direct client experience in the financial services industry.
• Strong client communication, telephone service, relationship management, listening, and business writing skills.
• Ability to work in a fast-paced, team-oriented call center environment while using multiple data and web applications.

Nice to have

• Life and Health license or CFP certification.
• Experience in financial tele-sales, trading, call center service, financial advising, or retail client guidance.
• Strong knowledge of financial planning, investment markets, and account types.
• Microsoft Office and web-based application proficiency.
• Entrepreneurial mindset, adaptability, attention to detail, and risk assessment skills.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience and career development.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and technology designed to support financial advisors and wealth management practices.
• Emphasis on integrity, continuous improvement, creativity, and shared accountability.

Hiring process

• Applicants must apply through the LPL application process.
• Interview communications come only from an @lplfinancial.com email address.
• LPL does not conduct interviews through online chatrooms or request payment or banking information from applicants.