Financial Advisor & Planner (Investment Services)

TL;DR

Financial Advisor & Planner (Investment Services): Managing a book of high-net-worth personal wealth clients to provide comprehensive financial guidance and relationship management with an accent on client retention and holistic financial planning. Focus on driving proactive education, optimizing portfolios, and coordinating retirement and savings strategies.

Location: Remote (USA) - Must be authorized to work for any employer in the U.S.

Salary: $59,700 - $84,300

Company

hirify.global is a financial services company focused on transforming financial lives through flexible work environments and inclusive community engagement.

What you will do

• Provide high-level service to Personal Wealth clients to retain AUM and attract new assets.
• Manage client relationships proactively via phone and email communication.
• Conduct discussions on portfolios, market trends, and economic factors.
• Deliver holistic financial planning covering retirement, savings, and education strategies.
• Collaborate with planning specialists on complex issues and operational teams for administration.

Requirements

• Must be authorized to work for any employer in the U.S. (no sponsorship available).
• Current FINRA Series 7, 63, and 65 registrations are required.
• Bachelor’s degree in business, finance, or a related field.
• 4+ years of experience in financial services with a track record of relationship building.
• Deep knowledge of current investment products and industry services.
• Ability to undergo FINRA fingerprinting upon hire.

Nice to have

• 2-4 years of experience reaching specific performance goals.
• Exceptional verbal and written communication skills.
• Strong multi-tasking abilities in fast-paced environments.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with up to 6% company matching.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and disability programs.