Virtual Financial Advisor

Location: Remote within the United States; Boston, Massachusetts. Client meetings, training, and colleague collaboration take place virtually, with occasional in-person development and team-building opportunities.

Base pay: $25.96–$28.85 per hour. Average total compensation is $78,000, top Virtual Advisors exceed $120,000, and the stated total compensation range is $73,500–$120,000 per year.

Company

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

What you will do

• Re-engage existing clients by scheduling and conducting meaningful appointments by phone, shared screen, and video.
• Provide personal, actionable financial guidance covering investments, insurance, banking, and generosity.
• Help clients create and maintain financial plans aligned with their goals, service, and faith.
• Connect clients with hirify.global products and programs while developing relationships in the natural market.
• Use the hirify.global Planning Platform, Salesforce, MoneyGuidePro, Morningstar, Microsoft Teams, and Zoom.
• Build sales and client-service expertise with support from colleagues and leaders, with the opportunity to join a local team or build an independent practice after 18–24 months.

Requirements

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and Series 63/65 or 66 licenses, or ability to obtain them within 90 days.
• State insurance licensing and appointments for life, health, and variable lines of authority, or ability to obtain them within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Self-disciplined, independent, collaborative, results-oriented, and motivated by helping clients achieve their goals.
• Satisfactory criminal and financial background check.

Culture & Benefits

• Remote work with virtual training, collaboration, and client meetings.
• Medical, vision, and dental coverage.
• 401(k) matching, pension plan, life insurance, and disability income insurance.
• Four weeks of paid time off plus up to 20 hours of volunteer time off.
• Maternity, paternity, adoption, and surrogacy assistance.
• Tuition reimbursement, well-being programs, and gift matching for eligible nonprofit organizations.

Hiring process

• New financial services professionals can receive up to three months of pay and coaching while obtaining required licenses.
• Employment is subject to the required background check and licensing conditions.