Financial Advisor Trainee (Financial Services)

Location: Boerne, Texas, United States; resident workstyle at 116 W Blanco Rd Ste 204. Travel is less than 25%.

Company

hirify.global is a financial services firm providing investment, financial planning, and client advisory services.

What you will do

• Complete distance learning, apprenticeship, rotations, and training through the Advisor Mastery Program.
• Build an individual financial advisory practice with support from a mentor, branch manager, and financial advisors.
• Develop a client pipeline through prospecting, networking, community initiatives, centers of influence, and niche development.
• Evaluate client financial needs, investment opportunities, holdings, capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services; open, transfer, and close accounts; and manage account records and portfolios.
• Meet production and assets-under-management targets, provide client service, complete program assignments, and obtain required licenses.

Requirements

• Bachelor’s degree preferred, with at least three years of relevant work experience demonstrating achievement in sales, preferably intangible sales, or a business environment; an equivalent combination of experience, education, and training may be accepted.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis and reporting, sales principles, and compliance guidelines.
• Ability to use client relationship management systems and other software to produce financial plans, correspondence, reports, electronic communications, spreadsheets, and databases.
• Ability to identify customer needs through effective questioning and listening, manage multiple detailed tasks and changing priorities, and learn investment products, industry rules, regulations, and financial planning.
• Strong oral and written communication, interpersonal, relationship-building, networking, marketing, persistence, resilience, and ability to handle rejection and high-stress situations.
• SIE required unless an exemption or grandfathering applies, or must be obtained within four months of program start.
• Series 7 and Series 66 required, or must be obtained within four months of program start.
• Life, Health and Variable Annuity license required, or must be obtained within six months of program start.

Culture & Benefits

• People-first culture focused on client-first service, integrity, independence, and a conservative long-term view.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Equal opportunity workplace that values diverse backgrounds and authentic contributions.