Associate Financial Advisor II

Location: Greensboro, North Carolina, United States; field management role.

Salary: $74,700–$124,500 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients through investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Support senior financial advisors in developing, implementing, and delivering financial plans and investment strategies.
• Meet prospective clients, understand their financial goals, assess their needs, and establish rapport.
• Review client portfolio performance, discuss rebalancing needs and market conditions, and maintain accurate CRM records.
• Respond to client inquiries, provide client service, and escalate complex issues to senior advisors.
• Support business development through prospecting, marketing, client seminar preparation, and client educational, workshop, and appreciation events.
• Lead marketing efforts in partnership with the LPL marketing team and collaborate with internal teams to ensure seamless client service.

Requirements

• FINRA Series 7 and Series 66 licenses, or Series 63 and 65 licenses.
• 5+ years of experience in the financial services industry, preferably in a client-facing or support role.
• Bachelor's degree.
• Strong understanding of financial planning principles, investment products, and retirement solutions.
• Excellent written and verbal communication and interpersonal skills.
• Strong organization, attention to detail, and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint, and CRM software.
• Ability to work independently and collaboratively in a fast-paced environment.
• Client-centric mindset and commitment to outstanding service.

Nice to have

• Life, Accident & Health insurance licenses.
• Certified Financial Planner (CFP) designation.

Culture & Benefits

• Collaborative, team-oriented, fast-paced work environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to contribute to marketing, educational, workshop, and client appreciation events.
• Emphasis on integrity, creativity, independent contribution, and collaboration.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• LPL does not conduct interviews online or in chatroom forums and does not request payment or bank or credit card information during interviews.