Associate Financial Representative (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $67,500–$112,500 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm providing investment solutions, fintech tools, custody services, and practice management support to financial advisors and institutions.

What you will do

• Deliver financial advice and conduct investment reviews with clients through inbound and outbound phone calls.
• Handle client transactions, customer service requests, and advisor or client issues.
• Prepare client reports and investment proposals.
• Identify sales and asset retention opportunities while providing high-touch service.
• Support departments and independent financial advisors with program information and operational procedures.
• Provide feedback and maintain knowledge through training on policies, procedures, and financial industry requirements.

Requirements

• Bachelor's degree or equivalent work experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• At least one year of direct client experience in the financial services industry.
• Strong communication, relationship management, business judgment, and client service skills.
• Ability to work in a fast-paced, team-based call center while using multiple PC and data lookup applications.

Nice to have

• Life and Health license.
• Microsoft Office and web-based application proficiency.
• Financial trading, tele-sales, financial advisor, or financial services call center experience.

Culture & Benefits

• Team-based environment focused on collaboration, integrity, creativity, continuous improvement, and client success.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.