Wealth Solutions - Investment Advisor

Location: Remote - Nationwide, United States; reliable high-speed wired internet and a suitable home workspace required.

Base salary: $50,300.00–$69,125.00 per year.

Company

hirify.global provides wealth management and financial planning services designed to help clients achieve financial freedom.

What you will do

• Conduct consultations to understand client goals, evaluate outside assets, and recommend suitable wealth management solutions.
• Guide clients through account opening, onboarding, and consolidation of outside assets.
• Use Salesforce, digital planning tools, and other platforms to document interactions, manage opportunities, and complete follow-ups.
• Partner with Senior Financial Advisors and Relationship Management teams to transition clients as their needs become more complex.
• Meet client engagement, activity, conversion, growth, and retention goals while maintaining regulatory compliance.
• Participate in coaching, training, licensing, and ongoing professional development.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
• FINRA fingerprinting required.
• Prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles is strongly preferred for candidates holding the required FINRA licenses.
• Strong communication, listening, relationship-building, organizational, integrity, accountability, professionalism, and compliance skills.
• Experience with CRM systems, preferably Salesforce, and financial planning technology.
• Passion for helping clients build financial confidence and achieve long-term goals.
• Applicants must be authorized to work for any employer in the U.S.

Nice to have

• State Life and Health Insurance License.
• Internship or early-career experience supporting financial advisors, investment professionals, or wealth management teams.
• Experience in wealth management, investment advisory, retirement planning, or financial planning.
• Success building client relationships and achieving client engagement or business development goals.
• Knowledge of retirement products, advisory solutions, and financial planning concepts.
• Ability to navigate change and thrive in a collaborative environment, with commitment to continuous learning and long-term career growth.

Culture & Benefits

• Flexible work environment with internal mobility, inclusive culture, volunteering opportunities, and focus on well-being and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with matching contributions up to 6%, advisory services, and potential discretionary contributions.
• Tuition reimbursement up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and paid parental and disability leave.
• Visa sponsorship is not available, including for CPT/OPT; reliable home connectivity and workspace are required for remote work.