Financial Advisor & Planner (Investment Services)

Location: Remote nationwide within the United States; reliable high-speed wired internet and a suitable home workspace are required.

Base salary: $59,700–$84,300 per year, with potential bonus or sales incentives depending on the position.

Company

hirify.global provides personal wealth and investment services focused on helping customers achieve financial freedom.

What you will do

• Manage an assigned book of Personal Wealth clients in the Investment Services category, serving individual clients with $100,000–$250,000 in assets under management.
• Deliver proactive and reactive relationship management through phone and email communication, retaining assets and attracting additional assets through education and responsiveness.
• Discuss portfolios, markets, economic conditions, investment products, and financial guidance with clients.
• Provide holistic planning across retirement, savings, and education needs, collaborating with financial planning specialists on complex plans.
• Act as a liaison with internal departments and coordinate operational support for client-related administrative issues.

Requirements

• Bachelor’s degree or higher in business, finance, or a related field.
• 4+ years of financial services experience with a proven record of relationship building in a business setting.
• High-level knowledge of current investment products and industry services.
• Proven relationship management and customer satisfaction results.
• Current FINRA Series 7, 63, and 65 registrations are required.
• FINRA fingerprinting is required upon hire.
• Applicants must be authorized to work for any employer in the United States; CPT/OPT and employment visa sponsorship are not accepted.

Nice to have

• 2–4 years of experience demonstrating the ability to meet set performance goals.
• Exceptional verbal and written communication skills.
• Ability to compare the benefits and suitability of different investment options and products.
• Strong operational, organizational, interpersonal, multitasking, teamwork, and collaboration skills.

Culture & Benefits

• Flexible remote work environment with support for purpose, well-being, inclusion, internal mobility, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Remote employees must maintain a reliable fiber, cable, or DSL connection and a minimally disruptive home workspace; office work may be required if these conditions are not met.