Financial Advisor Trainee (Scottsdale, AZ) (Financial Services)

Location: Scottsdale, Arizona, United States; onsite resident workstyle; travel less than 25%

Company

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

What you will do

• Complete distance learning, apprenticeship, rotations, and training through the Advisor Mastery Program.
• Build an individual advisory practice by developing a client pipeline through prospecting, networking, community initiatives, and niche development.
• Evaluate clients’ financial needs, investment opportunities, holdings, capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services; open, transfer, and close accounts; enter and follow up on transactions.
• Provide client service, maintain account records, monitor portfolios, and communicate financial advice and portfolio developments.
• Meet production, performance, training, assessment, compliance, and licensing requirements.

Requirements

• Bachelor’s degree preferred, including Business Administration or Finance, with at least three years of relevant work experience or an equivalent combination of experience, education, and training approved by Human Resources.
• Relevant experience demonstrating achievement in sales, preferably intangible-product sales, or a business environment.
• SIE required unless an exemption or grandfathering applies, or the ability to obtain it within four months of starting the program.
• Series 7 and Series 66 required, or the ability to obtain them within four months of starting the program.
• Life, Health and Variable Annuity license required, or the ability to obtain it within six months of starting the program.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis and reporting, sales methods, firm policies, and compliance guidelines.
• Ability to use CRM and other software for financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to organize and manage multiple detailed assignments, communicate effectively, maintain client and colleague relationships, handle rejection, network in the community, and remain resilient in high-stress situations.

Culture & Benefits

• People-first culture focused on client-first service, integrity, independence, and a conservative long-term perspective.
• Guiding behaviors emphasize professional development, collaboration, pragmatic decision-making, accountability, delivery, and continuous improvement.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Equal opportunity workplace that values associates’ uniqueness, experiences, and backgrounds.