Associate Financial Advisor

Location: On-site in Vacaville, California, United States

Salary: $80,000–$110,000 base salary plus commission

Company

hirify.global provides financial planning and advisory services through an independent advisor franchise practice.

What you will do

• Identify and engage clients in planning relationships, prepare for meetings, gather and analyze client data, and create financial planning deliverables.
• Develop recommendations, present planning strategies, answer client questions, and track agreed-upon actions.
• Assess risk tolerance, goals, and time frames; recommend suitable investment products, run illustrations, execute trades, and monitor markets for rebalancing needs.
• Manage client transactions, wholesaler relationships, client records, correspondence, emails, and the client management system.
• Improve practice procedures, delegate work, provide feedback and training, and participate in staff meetings.
• Follow professional ethics, legal requirements, regulatory standards, and advisor compliance procedures.

Requirements

• College degree or higher.
• 2+ years of similar experience.
• Successful completion of Series 7, Series 66, and a state life, accident, and health insurance license is required.
• Ability to meet with clients and present planning strategies, recommend suitable investment products and services, and provide client relationship support.
• Strong interpersonal skills, initiative in business development, and an entrepreneurial perspective with a desire to grow the practice.
• Ability to plan and manage time, people, and budgets; follow rules and regulations; and support compliance within the advisor’s practice.

Culture & Benefits

• Full-time employee position within an independent hirify.global advisor franchise practice.
• Inclusive and collaborative work environment focused on professional growth and community involvement.
• Responsibilities and time allocation may change according to practice needs, with other duties assigned by the advisor.
• Equal opportunity and accessible recruitment process, with reasonable accommodation available for applicants with disabilities.