Financial Advisor (Fintech)

TL;DR

Financial Advisor (Fintech): Building and managing a financial practice to guide clients toward financial clarity with an accent on purpose-based advice, investments, and insurance. Focus on developing long-term client relationships, marketing services within the community, and achieving financial goals through personalized planning.

Location: Must be based in the United States

Compensation: $90,198–$165,000 (average total compensation in first three years)

Company

hirify.global is a Fortune 500, membership-owned financial services organization dedicated to helping clients build financial well-being through purpose-based advice and generosity.

What you will do

• Build and maintain a financial practice guiding clients toward financial clarity and service.
• Provide actionable advice and connect clients to investment, insurance, and banking products.
• Develop long-term, multi-generational relationships based on trust and understanding.
• Host financial workshops and leverage professional networks to acquire new clients.
• Collaborate with internal specialists in marketing, technology, and business development.

Requirements

• Bachelor’s degree or equivalent experience required.
• Must obtain FINRA SIE, life, health, and variable contract licenses before contracting.
• Must pass a background check and fingerprinting process.
• Must be authorized to work in the United States.

Culture & Benefits

• Comprehensive benefits including medical, dental, vision, and disability insurance.
• Retirement planning with 401(k) and pension plans.
• Up to 14 weeks of paid training and onboarding support.
• Gift matching program for nonprofit contributions.
• Collaborative culture focused on community impact and generosity.