Virtual Financial Advisor (Financial Services)

Location: Remote within the United States; role is associated with St. Louis, MO. Occasional in-person development and teambuilding opportunities may be available.

Base pay: $21.64–$24.04 per hour. Average total compensation is $78,000, with a total compensation range of $73,500–$120,000 per year; top Virtual Advisors exceed $120,000 in total compensation.

Company

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

What you will do

• Re-engage existing clients and schedule meaningful virtual appointments by phone, shared screen, and video.
• Provide personal, actionable financial guidance and connect clients with relevant hirify.global products and programs.
• Help clients create and maintain financial plans focused on investments, insurance, banking, and generosity.
• Build trusted client relationships while developing sales and consultative skills.
• Serve an existing client base and engage a personal network of friends, family, and other contacts.
• 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 must be held or obtained within 90 days.
• State insurance licensing and appointment in life, health, and variable lines of authority must be held or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Self-discipline, independence, strong interpersonal skills, collaboration, and a results-oriented approach.
• Satisfactory criminal and financial background check.

Culture & Benefits

• Remote collaboration with virtual colleagues and leaders, supported by modern computer hardware.
• Immersive onboarding, training, coaching, and career support; up to three months of pay and coaching may be available while obtaining required licenses.
• Medical, vision, and dental insurance; 401(k) matching; pension plan; and life and disability income insurance.
• Four weeks of paid time off, up to 20 hours of volunteer time off, and maternity, paternity, adoption, and surrogacy assistance.
• Tuition reimbursement, well-being programs, and gift matching for eligible nonprofit organizations.
• Within 18–24 months, the role can lead to joining a local team or building an independent practice with support.