Financial Planning Software Support Analyst I

Location: Hybrid role in Saint Petersburg, Florida, United States. Travel is less than 25%.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Support Financial Advisors and branch professionals with financial planning strategies, including tax planning, Social Security, long-term care, life insurance, and retirement planning.
• Design retirement plan analyses, evaluate individual and employer-based retirement needs, research options, and provide planning alternatives using third-party software.
• Analyze client and prospect circumstances with Financial Advisors and resolve escalated issues and complex problems.
• Provide telephone, email, and occasional in-person support, communicate technical information, and deliver training on Goal Planning & Monitoring functionality.
• Troubleshoot commercial, proprietary, hardware, software, peripheral, data communication, and network problems, including remote-control support for end-user computers.
• Document product issues and resolutions, provide feedback on product improvements, test new releases with software development, and represent supported products at meetings, events, and conferences when needed.

Requirements

• Any equivalent combination of experience, education, and/or training.
• 3–6 years of general experience.
• Knowledge of financial industry concepts, including security reorganizations, compliance requirements, alternate security valuations, cost basis, and gain/loss.
• Knowledge of securities products including equities, fixed income, annuities, and options, as well as investment and retirement accounts.
• Knowledge of external accounts and data aggregation, portfolio management, contact management, proprietary brokerage and financial planning applications.
• Knowledge of computer hardware and software support, software installation and removal, computer maintenance, backup and restoration, data networks, and protocols.
• Skill in operating computers, peripherals, telecommunications devices, operating system administration and diagnostic tools, remote-control software, Microsoft Office, and standard office equipment.
• Ability to diagnose and solve hardware, software, peripheral, data communication, and network problems; learn and apply new information quickly; and provide comprehensive, objective analysis.
• Ability to provide calm, courteous, professional customer service; apply critical thinking; communicate effectively orally and in writing; manage changing priorities; work independently and collaboratively; and show initiative and self-direction.
• Bachelor’s degree in Business Administration or Finance.
• Must obtain the Wealth Management Specialist (WMS) designation within 9 months of the first day of employment.

Culture & Benefits

• Hybrid workstyle with a people-first culture centered on developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Professional development and continuous improvement are supported.
• Equal opportunity workplace that values the uniqueness, experiences, and backgrounds of associates.