Support Advisor

TL;DR

Support Advisor: Entering client information, preparing and updating financial plans, and supporting client meetings with an accent on maintaining accurate documentation and using financial planning tools. Focus on securities and insurance paperwork processing, responding to client inquiries, and ensuring sensitive information stays complete and up to date.

Location: In office

Salary: $60,000-$80,000

Company

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

What you will do

• Enter client information into financial planning and service systems.
• Prepare and update financial plans and presentation materials for client meetings.
• Maintain client records and suitability information across planning tools (including Salesforce, MoneyGuide Pro, Morningstar).
• Research and respond to client inquiries and resolve questions to keep documentation current.
• Finalize, submit, and track client account and application paperwork, including electronic and paper service forms.
• Support Financial Advisors before and after meetings (including note-taking as second chair) and handle post-meeting tasks.

Requirements

• Securities registration required (7/66, or 7/63 & 65) and Life, Health, and Annuities registration required.
• Previous financial services experience desired; 3+ years customer service experience preferred.
• Ability to handle multiple tasks and maintain high-quality work during frequent interruptions.
• Ability to maintain integrity of sensitive and confidential information.
• Basic understanding of products and services, and hirify.global Financial.

Culture & Benefits

• Full-time role with in-office requirement.
• Paid time off and paid holidays.
• Firm-based bonus and licensing/bonus structure.