Branch Service Advisor (Financial Licensing)

Location: Hybrid role in Memphis, Tennessee, United States, with three in-office days per week at the Memphis corporate office. Regular hours are Monday–Friday, 10am–7pm CST; training hours during the first few months are Monday–Friday, 8am–5pm CST. Travel is less than 25%.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term relationships.

What you will do

• Process financial advisor requests, provide advanced product and service information, and resolve complex customer inquiries.
• Process custom or special orders, coordinate with operational teams, and handle escalated issues and required managerial approvals.
• Build customer relationships through telephone and video calls, resolve queries and complaints, and provide exceptional ongoing service.
• Schedule follow-up actions and maintain CRM records to support customer retention and business development.
• Conduct structured customer interviews to clarify requirements, document client needs, and support consultative sales conversations.
• Follow organizational policies, regulatory codes, and codes of conduct while continuing professional and industry development.

Requirements

• SIE required before starting, unless an exemption or grandfathering provision applies.
• Series 7 license required, or the ability to obtain it within six months.
• Series 63 or Series 66 license required, or the ability to obtain it within six months.
• High school education completed.
• 13 months to 3 years of general experience.
• Competence in digital customer communication through email, text, chat, and social media.
• Ability to manage service conversations, frustrated customers, complex client needs, buying influences, and consultative sales discussions with limited supervision.

Culture & Benefits

• Hybrid-friendly schedule combining flexibility with regular office collaboration.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Development is supported through assessment planning, formal and informal training, coaching, conferences, and ongoing education.
• Culture emphasizes developing, collaborating, deciding, delivering, improving, accountability, inclusion, and client-focused service.
• Full-time employment with potential additional compensation, discretionary bonuses, or commissions; eligibility varies by position and employment status.