Financial Advisor (Finance)

Location: New York, New York, United States

Company

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

What you will do

• Build a financial advisory practice serving clients through purpose-based advice.
• Provide personal, actionable guidance and connect clients with relevant financial products and programs.
• Develop long-term relationships with clients and serve the needs of the local community.
• Generate client appointments through professional networks, marketing, and financial workshops.
• Build and grow the practice with support from business development, marketing, technology, engagement, and experienced advisors.

Requirements

• Bachelor’s degree or equivalent experience.
• FINRA SIE and life and health licenses are required before contracting for licensed roles.
• Successful background check, fingerprinting, and verification of securities registration or insurance licensing, where applicable.
• Self-discipline, independence, drive, strong interpersonal skills, and a motivation to help others.

Culture & Benefits

• Up to 14 weeks of paid training and coaching during licensing and advisor onboarding.
• Flexible scheduling to support work-life balance.
• Ongoing professional support, training, and growth opportunities.
• Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), and retiree medical plans.
• Well-being programs, gift matching, volunteer programs, and membership programs supporting community engagement.