Brokerage Services Registered Analyst (Investment Services)

Location: Remote in North Carolina, New York, Virginia, New Jersey, Texas, Georgia, or Florida; listed office location: Franklin, Wisconsin Corporate.

Salary: $23.11–$34.66 per hour.

Company

hirify.global provides investment and wealth services centered on client relationships.

What you will do

• Provide consultative support to clients and registered financial representatives on investment concepts, accounts, products, performance, and transactions.
• Serve as an expert resource for mutual fund trading, brokerage account servicing, cost basis, and tax reporting.
• Analyze, enter, and review trade executions, transfers, and account maintenance while ensuring accuracy and compliance.
• Address inquiries from assigned investment home office clients and resolve complex issues through de-escalation and ownership through resolution.
• Collaborate with department leads and wealth business partners to drive product enhancements and continuous improvement.
• Educate clients and field partners on digital and self-service capabilities and stay current on industry trends, products, and regulations.

Requirements

• FINRA Series 6 or 7 and Series 63-equivalent license, such as Series 65 or 66; the role also requires Series 63, Series 7, and SIE FINRA credentials.
• Associate degree in business or a related field, or an equivalent combination of education and experience.
• At least 3 years of related financial services experience.
• Advanced customer service, written communication, and verbal communication skills.
• Intermediate understanding of tax implications related to investments.
• Strong desire to continuously learn and improve.
• Strong problem-solving and scenario-evaluation skills with the ability to provide solutions.
• Ability to apply knowledge of investment products, financial markets, investment concepts, regulations, compliance, data security, analytical thinking, root cause analysis, decision quality, and client advocacy.
• Fingerprinting is required because the position is classified as a Registered Representative under NMIS guidelines.

Culture & Benefits

• Remote work is available from the listed U.S. states.
• Work in a dynamic environment focused on continuous learning, improvement, and adapting to industry change.
• Collaborate with department leads, wealth business partners, product teams, and field partners.
• The company emphasizes client interests, creative ideas, professional challenges, leadership, and personal and business objectives.
• Geographic-specific pay structures and compensation may apply in California, New York City, and other eligible locations.
• Equal opportunity employment is offered to candidates from all backgrounds.