Financial Advisor (Fintech)

Location: Swampscott, Massachusetts, United States; onsite role with frequent in-person client appointments

Salary: $61,875–$105,000 annual base pay

Company

hirify.global is a global financial services organization evolving toward a technology-driven, customer-centric operating model.

What you will do

• Identify client financial needs, investment objectives, risk tolerance, and insurance requirements.
• Deliver comprehensive financial planning and personalized 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.
• Grow investment sales, revenue, assets under management, client engagement, and wallet share.
• Maintain compliance with bank, broker-dealer, FINRA, state, and federal regulations.

Requirements

• Bachelor's degree or equivalent work experience in finance, economics, management information systems, statistics, or a related field.
• 5+ years of experience providing investment guidance and advice to clients.
• 5+ years demonstrating strong sales achievement while maintaining high ethical standards.
• Strong knowledge of financial analysis, risk evaluation, investment products, insurance solutions, and needs-based financial planning.
• Strong interpersonal, written, verbal communication, relationship management, negotiation, and analytical skills.
• Required licenses: FINRA Series 7 and Series 66, or Series 63 and 65, plus appropriate state insurance licenses. Must already 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, training, military service, or education.

Culture & Benefits

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