Associate Financial Advisor

TL;DR

Associate Financial Advisor (Financial Services): Build a financial practice guiding clients to financial clarity and empowering lives of service and faith with an accent on personal actionable advice and connecting clients to hirify.global products and programs. Focus on developing long-term relationships, driving business growth by expanding client base, and providing comprehensive financial planning and investment guidance.

Location: US-based (FINRA Series 7/66 licenses, state insurance registrations, and US-specific benefits required); serve clients in your chosen community.

Salary: $75,000 - $150,000 annually (tied to revenue, licensure, and experience).

Company

hirify.global is a not-for-profit Fortune 500 financial services organization serving over 2.4 million clients with advice, insurance, investments, banking, and generosity programs.

What you will do

• Build and grow your financial practice by guiding clients to financial clarity and connecting them to hirify.global products.
• Develop and maintain long-term client relationships across generations in your chosen community.
• Drive business growth through networking, workshops, marketing, and expanding assets under management.
• Provide comprehensive financial planning, investment guidance, insurance analysis, and oversee trade execution.
• Represent the firm in client meetings, seminars, and community engagement activities.
• Ensure adherence to regulatory, compliance, and ethical standards while maintaining licenses and certifications.

Requirements

• Bachelor’s degree in finance, economics, business, or related field preferred or equivalent experience.
• Securities licenses: Series 7 and 66 (or 7, 63, and 65) and resident state Life, Health, and Annuities registrations required.
• Satisfactory background check, fingerprinting, and licensing verification.
• Self-disciplined, independent, with strong interpersonal skills and passion for serving others.
• Ability to communicate complex financial strategies clearly.

Culture & Benefits

• Collaborative culture with support from specialists in business development, marketing, technology, and experienced advisors.
• Flexible schedule for work-life balance.
• Medical, dental, vision; employer-paid life, short-term, and long-term disability insurance.
• 401(k) with company match, personal time off, and 7 paid holidays.
• Opportunities to give back to communities and nonprofits.