Financial Advisor (Wealth)

Location: Dania, Florida, United States

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

Company

hirify.global is a financial services company offering banking, investment, and wealth-management services.

What you will do

• Build a portfolio of bank customers by understanding their financial standing, objectives, and short- and long-term goals.
• Provide investment solutions, products, and financial-planning guidance.
• Identify and follow up on relationship opportunities through prospecting, lead utilization, and local community involvement.
• Build and maintain a client network and sales pipeline.
• Perform portfolio planning, investment-performance reviews, and relationship reviews.
• Keep junior staff informed about investment products and opportunities while following compliance and industry protocols.

Requirements

• High school diploma or GED.
• At least 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 credential.
• Two years of financial advisory experience.

Culture & Benefits

• Full-time, incentive-eligible position with commission potential based on performance against defined metrics and goals.
• 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, employee assistance program, and associate volunteer program.
• The position is exempt from timekeeping requirements and is not eligible for overtime pay.