Financial Advisor (Wealth Management)

Location: Clearwater, Florida; additional positions in Tarpon Springs, Palm Harbor, St. Petersburg, and Pinellas County, Florida. Onsite branch-based role.

Total compensation earning potential: $43,888–$150,000+; includes base compensation, variable compensation, and commission incentive eligibility.

Company

hirify.global provides banking and financial services, including investment and wealth management solutions.

What you will do

• Establish and manage a portfolio of bank customers based on their financial objectives, current financial standing, and short- and long-term goals.
• Provide investment solutions, products, and financial planning guidance.
• Identify relationship-building opportunities through prospecting, lead utilization, and local market and community involvement.
• Build and maintain a strong client network and sales pipeline.
• Conduct portfolio planning, investment performance reviews, and relationship reviews.
• Keep junior-level staff informed about investment products and opportunities while following corporate, industry, and compliance protocols.

Requirements

• High school diploma or GED.
• Six months of related experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• Life Insurance License must be obtained within 60 days of employment start.

Nice to have

• Bachelor’s degree.
• Certified Financial Planner, Chartered Financial Consultant, or Certified Retirement Specialist certification.
• Two years of Financial Advisory experience.

Culture & Benefits

• Full-time employment with paid vacation and sick time.
• 401(k) with company match.
• Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
• Parental leave and an employee assistance program.
• Associate volunteer program.
• Position is exempt from timekeeping requirements and is eligible for incentive and commission plans.