Financial Advisor Associate (Financial Planning)

Location: Hybrid in Middleton, Massachusetts, United States

Base pay salary: $31,200–$31,200 per year

Company

hirify.global is a diversified financial services organization providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Work with seasoned financial advisors to support clients in achieving their financial goals.
• Build a personal book of business, develop a lead pipeline, and grow client acquisition opportunities.
• Gather and analyze client data, develop financial planning recommendations, and help prepare or deliver financial plans.
• Build and maintain ongoing financial planning relationships with clients and prospects.
• Develop product expertise, run illustrations, and provide product-focused recommendations.
• Support practice operations, marketing, budgets, staff meetings, process improvements, and client service execution.

Requirements

• Obtain required licenses and credentials within 150 days of hire, including FINRA Series 7, state securities registration, IAR registration, and state life, health insurance, and variable products licenses.
• Join a team practice and support one or more seasoned financial advisors.
• Participate in licensing coaching and meet program timelines for licensing and appointment preparation.
• Follow professional ethics and legal and regulatory requirements when serving clients and prospects.
• Demonstrate confidence, perseverance, accountability, strong communication skills, and a willingness to learn.
• A four-year college degree from an accredited institution is preferred.

Culture & Benefits

• Collaborative, team-centric environment with opportunities to learn from experienced financial advisors.
• Goal-oriented role focused on client relationships, business development, and professional growth.
• Inclusive and accessible recruitment process with reasonable accommodations available for candidates with disabilities.
• Equal opportunity employment across legally protected categories.