Associate Financial Representative

Location: Denver, Colorado, United States; onsite field management role

Salary: $67,500–$112,500 annually, including base salary and potential sales incentive compensation

Company

hirify.global is a U.S. wealth management firm providing investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Provide financial advice and conduct immediate and long-term investment reviews with clients by phone through inbound and outbound calls.
• Handle client transactions and general customer service requests.
• Prepare client reports and investment proposals.
• Support internal departments and independent financial advisors in understanding the program.
• Research and resolve advisor and client issues, communicate operational and financial industry policies, and provide feedback to improve operations.
• Identify sales and asset retention opportunities while exercising sound business judgment.

Requirements

• Bachelor's degree or equivalent working experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• At least 1 year of direct client experience within the financial services industry.

Nice to have

• Life and Health license.
• Excellent telephone service and relationship management skills.
• Proficiency in Microsoft Office and web-based applications.
• Ability to assist customers in a call center environment while using multiple PC lookup applications, with strong PC and data input skills.
• Prior financial trading, tele-sales, financial advisor, LPL trading, financial-related service call center, or other service-related experience.
• Excellent communication skills and a strong service ethic.

Culture & Benefits

• Team-oriented call center environment focused on high-touch professional client service.
• Training in customer service, operational policies, and procedures.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Culture emphasizing integrity, collaboration, continuous improvement, client success, and shared achievement.