Financial Advisor, Andover, MA (Fintech)

Location: Andover, Massachusetts, United States; frequent client appointments are conducted in person, virtually, and by telephone.

Annual base pay: $61,875–$105,000 USD

Company

hirify.global is a global financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

• Identify client financial needs and provide comprehensive investment and insurance recommendations.
• Manage, retain, and grow an assigned book of business through proactive relationship management and regular client reviews.
• Develop new client relationships through branch partnerships, referrals, and business development.
• Deliver needs-based financial planning aligned with client goals, risk tolerance, and investment strategies.
• Grow assets under management and wallet share through multi-product investment and insurance solutions.
• Maintain compliance with bank, broker-dealer, FINRA, state, and federal regulations, as well as required licensing and continuing education.

Requirements

• Bachelor’s degree or equivalent work experience in finance, economics, management information systems, statistics, or a related field.
• At least 5 years of experience providing investment guidance and advice to clients.
• At least 5 years of demonstrated sales achievement while maintaining high ethical standards.
• Strong knowledge of financial analysis, risk evaluation, investment products, insurance solutions, relationship management, and negotiation.
• FINRA Series 7 and Series 66 licenses, or Series 63 and 65, plus appropriate state insurance licenses.
• Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Master’s degree in finance, economics, management information systems, statistics, or a related field.
• Established work history or equivalent experience gained through training, military service, or education.

Culture & Benefits

• Customer-centric environment focused on innovation, bold thinking, and responsible risk management.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with accommodations available.