Financial Advisor, Peabody, MA

Location: Peabody, Massachusetts, United States; frequent in-person client appointments are required alongside virtual and telephone channels.

Annual base pay: $61,875–$105,000 USD

Company

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

What you will do

• Identify client financial needs, investment objectives, risk tolerance, and insurance requirements.
• Deliver comprehensive financial planning and recommend investment and insurance solutions.
• Manage, retain, and grow an assigned book of business through proactive relationship management and regular reviews.
• Develop new client relationships through branch partnerships, referrals, and business development.
• Grow investment sales, revenue, assets under management, and client engagement.
• Maintain compliance with bank, broker-dealer, FINRA, state, and federal regulations.

Requirements

• Bachelor's degree or equivalent 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, relationship management, and negotiation.
• FINRA Series 7 and Series 66, or Series 63 and 65, plus appropriate state insurance licenses.
• Proficiency with Microsoft Office and strong verbal and written communication skills.

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

• Rewards package supporting employees, families, and well-being.
• Inclusive and accessible application process.
• Strong risk culture with proactive responsibility for risk management.