Lead Financial Advisor

TL;DR

Lead Financial Advisor (Financial Services): Guiding clients towards achieving financial and investment goals with an accent on comprehensive financial planning, investment strategies, and client relationship management. Focus on leading and developing a team of advisors, driving business growth, and ensuring adherence to regulatory standards.

Location: US-based (resident state licensing, FINRA registration, Series 7/66 required)

Salary: $125,000-$175,000 based on experience and licensure

Company

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

What you will do

• Lead, coach, and develop a team of financial advisors to achieve performance and growth goals.
• Drive business growth by expanding the client base and increasing assets under management.
• Provide comprehensive financial planning and investment guidance to clients.
• Oversee trade execution, insurance analysis, suitability reviews, and client account management.
• Ensure compliance with regulatory, ethical, and professional standards.
• Represent the firm in client meetings, seminars, and community engagement activities.

Requirements

• Bachelor’s degree in finance, economics, business, or equivalent experience preferred
• Securities licenses (Series 7 and 66 or 7, 63, 65) and state Life, Health, Annuities registration
• Satisfactory background check and fingerprinting
• Experience leading teams and building client relationships
• Maintain licenses, certifications, and continuing education

Nice to have

• Previous sales experience
• At least 5 years in financial services industry
• Experience with Salesforce, MoneyGuidePro, and Morningstar

Culture & Benefits

• Base salary tied to recurring revenue plus revenue sharing on commissions and fees
• Medical, dental, vision; employer-paid life, short/long-term disability insurance
• 401(k) with company match
• Personal time off and 7 paid holidays
• Focus on community connection, generosity, and giving back to nonprofits