Associate Sales Consultant (Asset Management)

Location: Hybrid role based in Owings Mills, Maryland or Colorado Springs, Colorado, with up to one day per week from home. Applicants must have U.S. work authorization that does not now or in the future require visa sponsorship.

Base salary: $67,000–$93,000 annually, depending on location, experience, and skills. The role is eligible for overtime pay and discretionary bonus consideration.

Company

hirify.global is a global asset management organization providing equity, fixed income, multi-asset, retirement, and investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Serve as a first point of contact for clients with questions about investing, retirement planning, education savings, and accounts.
• Build client relationships by understanding financial goals, needs, and priorities.
• Provide education and guidance on investment offerings, retirement plans, financial planning resources, and related products.
• Use a consultative approach to identify appropriate solutions and referral opportunities for specialized financial consultants.
• Retain and grow client relationships through service and proactive outreach while meeting individual and team goals.
• Collaborate with internal partners and develop expertise in financial markets, investment products, retirement planning, and industry regulations.

Requirements

• Full-time student pursuing a bachelor’s degree with an expected graduation date from December 2026 through May or June 2027.
• Strong communication, customer service, relationship-building, listening, and problem-solving skills.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through the licensing program.
• Growth mindset and commitment to ongoing learning of AI-augmented platforms.
• U.S. work authorization that does not now or in the future require employment visa sponsorship is required.

Nice to have

• Interest in helping individuals achieve financial goals through advice, planning, and relationship-based consulting.
• Coursework in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs.
• Internship, leadership, customer service, sales, campus organization, or other relevant experience.
• Successful completion of the Securities Industry Essentials exam.

Culture & Benefits

• Structured orientation for new associates with interactive learning, client scenarios, mentorship, and exposure to leaders and career paths.
• Comprehensive training, mentorship, and dedicated paid study time for FINRA licensing.
• Hybrid work schedule with up to one day per week from home.
• Health and wellness benefits, including online therapy, paid time off, family care resources, fertility and adoption benefits, and a retirement plan.
• Annual bonus eligibility and a collaborative, inclusive work environment.

Hiring process

• After applying, complete eligibility questions received by email and text; each application requires a separate response, with an estimated time commitment of 3–5 minutes.
• Eligible applicants complete an online assessment and recorded introductory video responses through HireVue, requiring approximately 45 minutes and potentially limited response times or retakes.