Operations and Financial Planning Specialist

Location: On-site in Allentown, Pennsylvania, United States; must be able to commute to Allentown, Pennsylvania.

Company

hirify.global provides financial services and this position supports an hirify.global franchise owner.

What you will do

• Prepare preliminary portfolio recommendations, investment solutions, portfolio summaries, performance reports, and investment analyses for advisor review.
• Support portfolio implementation, account maintenance, trading-related functions, and administrative operations for client accounts.
• Help develop financial planning recommendations, reports, analyses, documentation, and follow-up activities.
• Maintain proactive client communication, resolve service requests, update account information, and support client meetings.
• Create charts, graphs, tables, meeting materials, and presentations using Microsoft Office applications.
• Collaborate with advisors, associate advisors, and paraplanners; identify operational efficiency improvements and maintain compliance with firm policies and procedures.

Requirements

• Bachelor's degree or equivalent professional experience.
• At least 3 years of experience in the financial services industry.
• Experience in a financial advisory, wealth management, investment management, retirement planning, or brokerage environment.
• Working knowledge of investment products, portfolio construction, and client service processes.
• Strong organizational, communication, and problem-solving skills, with the ability to manage multiple priorities and maintain exceptional attention to detail.
• Proficiency with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, and Salesforce CRM.
• Ability to work on-site and commute to Allentown, Pennsylvania.

Nice to have

• FINRA Series 7 license or registration.
• Series 63 and/or Series 66 license or registration.
• Series 65 license or registration.
• Life, Accident & Health Insurance License.
• Variable Contracts License.

Culture & Benefits

• Inclusive and collaborative work culture.
• Health, dental, and vision insurance.
• Paid time off.
• SIMPLE IRA retirement plan.