Associate Financial Consultant (Financial Services)

Location: Riverview, Florida, United States

Total compensation earning potential: $40,000–$100,000+

Company

hirify.global provides banking and investment services to customers.

What you will do

• Establish joint appointments between Financial Advisors and customers.
• Help Financial Advisors prepare and schedule customer meetings.
• Support branches without a dedicated Financial Advisor.
• Respond to customer and Financial Advisor requests and update customer information.
• Learn investment products and partner with branch staff to address customer needs.
• Complete required training and work toward full licensing.

Requirements

• High School Diploma or GED.
• Six months of related experience.
• Ability to understand customers’ financial standing and short- and long-term financial goals.
• Ability to work in a high-touch customer environment.
• Ability to work toward full licensing within six months or an agreed timeframe.
• On-site work in Riverview, Florida, United States.

Nice to have

• Life Insurance License.
• FINRA registrations such as Series 6, 7, 63, 65, or 66.

Culture & Benefits

• Full-time employment with overtime eligibility for hours worked above 40 per week.
• Performance-based commission incentive plan.
• Paid vacation and sick time.
• 401(k) with company match.
• Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
• Parental leave, employee assistance, and associate volunteer programs.