Associate Financial Advisor (Financial Services)

Location: Rogers, Arkansas, United States

Base salary: $60,000–$85,000 annually. Total compensation: $75,000–$120,000+ based on experience and performance.

Company

hirify.global is a diversified, not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

• Handle sensitive member and customer communications while maintaining a high level of service.
• Counsel prospective and current clients on suitable financial products and investment advisory services.
• Open and complete product applications and collect financial and suitability information.
• Support financial representatives with client meeting preparation, follow-up, product changes, and research.
• Conduct due diligence and information gathering for securities recommendations and investment advice.
• Support marketing activities including direct mail, fraternal activities, seminars, and meetings.

Requirements

• Ability to obtain securities registrations: Series 7 and 66, or Series 7, 63, and 65.
• Ability to obtain resident-state Life, Health, and Annuities registration.
• Satisfactory background check, fingerprinting, and applicable securities registration or insurance licensing verification.
• Customer service experience; two or more years is preferred.
• Ability to manage multiple tasks, frequent interruptions, and confidential information while maintaining high-quality work.
• Ability to collaborate with financial advisor roles, represent the organization with external clients, and maintain relationships with outside organizations.

Nice to have

• Teamwork and collaboration skills.
• Planning and organizing skills.
• Effective written and verbal communication.
• Interest in becoming part of the communities where clients live, work, and worship.

Culture & Benefits

• Healthcare stipend available.
• Earned paid time off.
• Professional development support.
• Work focused on service, integrity, innovation, and relationship building.