Advisor Licensing Program

Location: Fort Mill/Charlotte, United States; onsite Monday through Friday beginning 1/11/2027

Pay range: $22.28–$37.14/hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Complete a six-month training program covering financial planning, investment products, client service, systems, operations, and consultative sales.
• Pass the SIE, Series 7, and Series 66 examinations within the first 180 days of employment.
• Manage client relationships through service calls, transactions, reports, forms, emails, and proactive outreach.
• Collect and analyze client data, develop and implement financial planning and investment solutions, and review them over time.
• Maintain a compliant client book, assess and mitigate risk, conduct security checks, and help prevent fraud.
• Coordinate with internal departments and support asset investment, wallet share consolidation, and relationship deepening goals.

Requirements

• Bachelor’s degree or equivalent.
• Ability to work onsite Monday through Friday beginning 1/11/2027.
• Ability to pass multiple FINRA licensing examinations and complete required training milestones.
• Strong collaboration, client focus, teamwork, creativity, continuous improvement, and ability to work in a fast-paced environment.

Nice to have

• SIE completed or strongly encouraged before the start date.
• High integrity, attention to detail, and ability to evaluate and mitigate risk.
• Excellent communication, listening, and business writing skills.
• Passion for financial services and client service.
• Telephone service or client relationship management skills; prior financial telesales, trading, call center, financial advisory, or retail client guidance experience.
• Basic understanding of financial planning, investment markets, and account types.
• Entrepreneurial mindset, self-direction, organization, adaptability, and ability to work in a fast-paced environment.
• Proficiency with Microsoft Office, web-based applications, PC data entry, and multiple lookup applications.

Culture & Benefits

• Collaborative, client-focused environment with leadership coaching, tutoring, and training support.
• Paid full-time employment with a competitive total rewards package.
• Benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

Hiring process

• Applicants must log in or create an account to apply; applications are for principals only.
• LPL communicates with applicants only from an @lplfinancial.com email address and does not conduct interviews online or in chatroom forums.
• LPL will not request payment or bank or credit card information during the interview process.