Internal Advisory Consultant (Financial Services)

Location: Fort Mill/Charlotte, United States

Base salary: $67,671–$112,785 per year

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Educate financial advisors on LPL's fee-based advisory platforms.
• Explain platform features, pricing, competitive comparisons, research recommendations, tools, and technology.
• Serve as a subject matter expert and key contact for advisors in the Independent Advisor Network.
• Provide individual case design and point-of-sale support.
• Conduct practice analysis and manage an 80/20 split between proactive and reactive outreach.

Requirements

• Bachelor's degree.
• Experience in the financial services industry.
• FINRA Series 7 and Series 65/66 licenses.
• Ability to exercise independent judgment, make decisions, and solve problems.
• Commitment to professional growth and development.
• Ability to work in the Fort Mill/Charlotte location.

Culture & Benefits

• Collaborative, fast-paced, team-oriented work environment.
• Focus on client success, integrity, creativity, and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options, paid time off, and volunteer time off.