Advisor Licensing Program (Fintech)

Location: Rockville, Maryland, United States

Salary: $24.51–$40.85 per hour

Company

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

What you will do

• Complete a six-month training program covering wealth management, investment products, financial planning, client service, systems, and consultative sales.
• Pass the SIE, Series 7, and Series 66 examinations within the first 120 days of employment.
• Support clients through service calls, emails, transactions, reports, forms, and proactive outreach.
• Analyze client data, develop and implement financial planning and investment solutions, and maintain those solutions over time.
• Maintain a compliant client book, assess risk, conduct security checks, and help prevent fraud.
• Coordinate with internal departments and support asset investment, wallet-share, and relationship-deepening goals.

Requirements

• Bachelor’s degree or equivalent.
• Ability to pass the SIE, Series 7, and Series 66 examinations.
• Strong communication, listening, business writing, organization, and client relationship skills.
• Ability to evaluate and mitigate risk while maintaining compliance.
• Ability to work in a call center environment while using multiple PC lookup applications and entering data accurately.
• Proficiency in Microsoft Office and web-based applications.

Nice to have

• SIE completed before the start date.
• Financial tele-sales, trading, call center, or financial advisor experience.
• Experience delivering advice and guidance to retail clients.
• Basic knowledge of financial planning, investment markets, account types, and investment products.
• Entrepreneurial mindset and experience adapting to a fast-paced environment.

Culture & Benefits

• Collaborative, client-focused, fast-paced work environment.
• Training, tutoring, leadership coaching, and milestone-based support during the licensing program.
• Opportunity to graduate into an Associate Financial Advisor role supporting a growing client book.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Focus on creativity, continuous improvement, and cross-department collaboration.

Hiring process

• Applicants complete the application process through LPL.
• Recruiters communicate directly from an @lplfinancial.com email address.