Wealth Solutions Investment Advisor (Finance)

TL;DR

Wealth Solutions Investment Advisor (Finance): Guiding clients through initial financial goals and wealth management solutions with an accent on asset consolidation and holistic financial planning. Focus on conducting financial consultations, managing client onboarding, and building long-term financial relationships for clients with assets under $100k.

Location: Remote (USA). Applicants must be authorized to work for any employer in the U.S.; no visa sponsorship provided (including CPT/OPT).

Salary: $50,300 - $69,125

Company

hirify.global is a financial services provider focused on transforming financial lives through flexible wealth management and retirement solutions.

What you will do

• Conduct financial consultations to evaluate assets and recommend wealth management solutions aligned with client objectives.
• Guide clients through the onboarding process, including account opening and asset consolidation.
• Utilize Salesforce CRM and digital planning tools to document interactions and manage opportunities.
• Partner with Senior Financial Advisors to ensure seamless transitions as client needs become more complex.
• Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.
• Meet or exceed established activity, engagement, and conversion goals.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
• Must be authorized to work in the U.S.
• Experience in financial services, wealth management, investment services, or banking.
• Proficiency with CRM systems, preferably Salesforce, and financial planning technology.

Nice to have

• State Life and Health Insurance License.
• Internship or early career experience supporting wealth management teams.
• Demonstrated success in building client relationships and achieving business development goals.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave and short/long-term disability programs.
• 16 hours of paid volunteer time per calendar year.