Premier Service Associate (Fintech)

Location: Remote nationwide within the United States; candidates must be authorized to work for any U.S. employer. Monday-Friday schedules vary by time zone: Eastern 11:30 a.m.-8:00 p.m., Central 10:30 a.m.-7:00 p.m., or Mountain 9:30 a.m.-6:00 p.m.

Base salary: $45,700-$62,875 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides financial and investment services focused on helping customers achieve financial freedom.

What you will do

• Support new and existing clients through inbound calls and respond to investment and operational inquiries.
• Handle trading, asset movement, account opening, asset consolidation, and client transactions involving equities, ETFs, mutual funds, options, and fixed income securities.
• Conduct investment recommendation conversations and provide accurate, responsive client service.
• Apply brokerage transaction and regulatory knowledge, including corporate actions, exchange rules, suitability, and tax implications.
• Identify leads and opportunities for referral to the Retirement Advisor Team and support new business development.

Requirements

• Bachelor's degree.
• At least two years of financial customer service experience.
• Knowledge of financial markets, retirement account operations, and diverse investment-related customer needs.
• FINRA Series 6 and Series 63 licenses.
• FINRA fingerprinting.
• U.S. work authorization is required; employment visa sponsorship is not available, including CPT/OPT.

Nice to have

• Strong written, verbal, and presentation skills.
• Strong technology skills and the ability to multitask across systems.
• Brokerage and mutual fund trading experience.
• Retail, IRA, or 401(k) customer service experience.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a suitable home workspace required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive business resource groups supporting collaboration and community engagement.