Financial Advisor (Finance)

TL;DR

Financial Advisor (Finance): Developing and maintaining comprehensive financial plans for clients with an accent on wealth management, retirement planning, and insurance solutions. Focus on building long-term client relationships and optimizing portfolios to meet specific financial goals.

Location: Hybrid in Cherry Hill, NJ

Company

hirify.global is a financial services corporation publicly traded on the NYSE, specializing in insurance and financial planning for educators.

What you will do

• Develop and maintain personalized financial plans based on client goals, time horizons, and risk tolerance.
• Provide investment recommendations and portfolio guidance aligned with firm policies and standards of care.
• Deliver ongoing client service through regular reviews, plan updates, and portfolio optimizations.
• Integrate insurance and annuity solutions into the broader planning process where appropriate.
• Support retirement plan relationships, plan participants, and employer-sponsored opportunities.
• Collaborate with internal support staff and subject matter experts to enhance the client experience.

Requirements

• Bachelor's degree.
• Minimum of 3 years of experience as a Financial Advisor.
• Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63.
• Strong client relationship management and communication skills.
• Commitment to ethical conduct and regulatory compliance.

Nice to have

• Life and Health insurance licenses.
• Experience with employer-sponsored plans, education markets, or business-owner relationships.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage.
• 401(k) plan with company match.
• Life insurance and long-term disability coverage.
• Ongoing training and professional development opportunities.
• Access to a collaborative platform with internal operational and practice-management support.