Wealth Advisor - Framingham, MA

Location: Framingham, Massachusetts, United States; branch-based role with Monday–Friday branch hours, 40 hours per week.

Salary: Commission-based compensation; historically $105,000–$250,000 per year based on performance and productivity against commission plan parameters.

Company

hirify.global provides banking and wealth management services, helping individuals and families achieve their financial goals.

What you will do

• Develop a high-quality wealth management practice and personalized strategies for clients.
• Conduct client discovery and tailor financial planning to short- and long-term goals.
• Build and manage relationships with key partners and centers of influence to generate client introductions.
• Conduct proactive outreach to clients and prospects about hirify.global Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Coordinate with internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning.

Requirements

• Active and valid Series 7, 63, and 65 or 66 licenses.
• Active and valid Life, Health, and Variable Insurance licenses, or the ability to obtain them within 60 days of starting as a condition of employment.
• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Comfort working in a dynamic, entrepreneurial environment.

Nice to have

• Bachelor’s degree.

Culture & Benefits

• Collaborative environment focused on client interests and the personal and professional growth of team members.
• Medical, dental, and vision coverage.
• Retirement benefits and maternity/paternity leave.
• Flexible work arrangements, education reimbursement, wellness programs, and paid time off.
• Employment is contingent on successfully passing a background check.