Client Strategies Associate (AI)

Location: United States of America

Base salary: $70,000–$80,000 per year

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management services for financial professionals, individuals, families, and businesses.

What you will do

• Gather, organize, and maintain client financial information in planning platforms.
• Prepare financial planning reports, illustrations, and analyses covering retirement, cash flow, insurance, investments, education funding, and related topics.
• Coordinate with advisors, support staff, and clients to ensure planning data is complete and accurate.
• Assist with comprehensive financial plans, client-facing materials, and planning meetings.
• Maintain accurate records and documentation supporting compliance and client relationship continuity.
• Integrate AI solutions into workflows, promote effective adoption, and recommend relevant training resources.

Requirements

• Bachelor’s degree in financial planning, finance, economics, business, accounting, or a related field.
• At least 2 years of experience in financial services, wealth management, financial planning support, paraplanning, advisory support, or a related role.
• Experience with financial planning software such as eMoney, RightCapital, MoneyGuidePro, or similar platforms.
• Active Series 6 or Series 7 license and Series 63 and 65 or Series 66, or the ability to obtain the required licenses within the established timeframe.
• Strong analytical, organizational, communication, problem-solving, and client service skills.
• Experience implementing AI tools, explaining AI benefits to non-technical audiences, and coaching others on digital or AI tools.

Nice to have

• CFP certification or active pursuit of the CFP designation.
• Additional financial planning designations.

Culture & Benefits

• Collaborative work with financial professionals, advisors, support teams, and internal partners.
• Opportunity to develop technical financial planning expertise.
• Focus on confidentiality, professionalism, accurate work, and high-quality advisor and client service.
• Support for learning new concepts, processes, technologies, and AI applications.