Virtual Financial Advisor (Fintech)

Location: Saint Petersburg, Florida, United States; hybrid workstyle with less than 25% travel

Company

hirify.global' Investment Central is a specialized home office department providing financial services and client support.

What you will do

• Provide financial services and non-advisory phone support to clients, financial advisors, branches, and back-office operations.
• Establish and manage brokerage accounts, process applications, review client activity, and oversee account-opening procedures.
• Review portfolios, complete Investment Policy Questionnaires, explain investments, and provide suitable recommendations based on client objectives and risk tolerance.
• Execute and review trades, including large-volume and unsolicited orders, while performing due diligence and mitigating liability risks.
• Address AML and supervisory alerts, investigate irregularities, and support compliance, quality assurance, and fiduciary processes.
• Coach less experienced associates and collaborate with functional areas to resolve complex client and operational issues.

Requirements

• Bachelor's degree in accounting, business administration, finance, or a related discipline, plus at least four years of financial services experience, or an equivalent combination of education, training, and experience.
• At least three years of experience with variable annuities and life insurance products.
• Required FINRA Series 7 license.
• Required FINRA Series 66, or Series 63 and Series 65.
• Securities Industry Essentials (SIE) exam required unless an exemption or grandfathering provision applies.
• Knowledge of securities, banking, financial markets, annuities, UITs, structured products, alternative investments, mutual funds, and stocks.

Culture & Benefits

• Hybrid workstyle with a team-based environment.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Culture centered on client-first service, integrity, independence, collaboration, accountability, and continuous improvement.
• Equal opportunity workplace that values diverse backgrounds and experiences.