Financial Advisor (Finance)

TL;DR

Financial Advisor (Finance): Providing holistic financial planning and advice to help clients achieve short- and long-term financial goals with an accent on relationship building and asset growth. Focus on prospecting new clients, creating tailored financial presentations, and managing securities portfolios.

Location: Onsite in Denver, CO, US

Salary: $75,000 - $100,000

Company

hirify.global Corporation Group is a stable and financially strong organization providing banking, securities, and private wealth management services.

What you will do

• Guide clients toward their financial goals through holistic financial planning and advice.
• Prospect new clients to grow assets under management via referrals and outside business opportunities.
• Conduct client meetings to deeply understand their financial objectives.
• Develop customer presentations and utilize databases to refine sales approaches for target clients.
• Maintain current knowledge of securities portfolios to maximize marketing potential.
• Ensure strict compliance with securities licensing, marketing rules, and regulatory requirements.

Requirements

• Bachelor’s Degree in Finance or a related field of study.
• 1-2 years of experience in securities sales (or 7-8 years of equivalent education and experience).
• Strong interpersonal skills for building and maintaining meaningful client relationships.
• Ability to keep securities licensing in good standing.
• Must be based in Denver, CO.

Culture & Benefits

• Stable and financially strong corporate environment.
• Supportive team culture with strong leadership and experienced tenure.
• Collaborative workspace encouraging brainstorming and collective problem-solving.
• Comprehensive training and development programs to support long-term career growth.
• Equal opportunity employment focusing on passion, skill, and partnership.