Associate Sales Consultant (Personal Investors)

Location: Owings Mills, Maryland, or Colorado Springs, Colorado. Hybrid work is available with up to one day per week from home after successful completion of the training program.

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

Company

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

What you will do

• Serve as the initial contact for prospects and existing personal investor clients seeking investment, retirement, or education planning guidance.
• Deliver defined sales targets, quality conversations, and other role-based objectives.
• Build knowledge of hirify.global products and services and recommend appropriate solutions.
• Support client satisfaction and asset retention by understanding broader investment planning needs.
• Use a consultative sales approach to identify consolidation and additional sales opportunities.
• Manage internal referrals and coordinate with internal partners to develop new and existing client relationships.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• Series 7 and Series 66 licenses must be obtained within the designated window under the Global Distribution licensing policy.
• FINRA licensing is required; paid time and resources are provided to support the licensing process.

Nice to have

• Sales experience.
• Financial industry experience.
• Current Series 7 and Series 66 licenses.

Culture & Benefits

• Collaborative, supportive, team-oriented environment focused on client outcomes and inclusion.
• Dedicated paid time and resources for the licensing process.
• Hybrid work schedule after training, with up to one day per week from home.
• Annual bonus eligibility, retirement plan, health and wellness benefits, and paid time off.
• Family care resources, including fertility and adoption benefits, plus volunteering leave.

Hiring process

• Eligible applicants receive separate email and text invitations for each applied role and must answer eligibility questions, taking approximately 3–5 minutes.
• Eligible candidates complete an online assessment and recorded introductory video responses through HireVue, taking approximately 45 minutes.