Virtual Financial Advisor (Financial Services)

Location: Milwaukee, Wisconsin; hybrid schedule with office attendance up to 3 days per week and remote work on other days

Base pay: $21.64–$24.04 per hour. Additional monthly sales bonuses apply; total compensation is listed as $73,500–$120,000 per year.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

• Re-engage existing clients and schedule meaningful appointments by phone, shared screen, and video.
• Provide personalized financial guidance covering investments, insurance, banking, and generosity.
• Help clients create and maintain financial plans aligned with their goals and values.
• Connect clients with hirify.global products and programs while developing relationships with their natural market.
• Use the hirify.global Planning Platform, Salesforce, MoneyGuidePro, Morningstar, Microsoft Teams, and Zoom.

Requirements

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and Series 63/65 or 66 licenses, or the ability to obtain them within 90 days.
• State insurance licensing and appointment in life, health, and variable lines of authority, or the ability to obtain them within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory criminal and financial background check.
• Self-discipline, consultative interpersonal skills, collaboration, and a results-oriented approach.

Culture & Benefits

• Hybrid work with virtual client meetings and in-office collaboration.
• Immersive onboarding, coaching, and support from a Fortune 500 organization.
• Up to three months of pay and coaching for candidates obtaining required licenses.
• Medical, vision, dental, 401(k) matching, pension, life, and disability insurance.
• Four weeks of paid time off, volunteer time off, parental leave, tuition reimbursement, and well-being programs.
• Opportunity within 18–24 months to join a local team or build an independently supported practice.