Lead Associate - Private Client Group (Financial Services)

Location: Remote - Nationwide (United States)

Base salary: $79,400–$112,175 per year

Company

hirify.global provides financial services focused on helping customers achieve financial freedom.

What you will do

• Support onboarding and training for new hires while reinforcing compliant procedures and high-quality client experiences.
• Handle complex and escalated client calls through research, coordination, and timely resolution with supervisory managers and cross-functional teams.
• Serve as a Principal on staff, complete Best Interest Profile supervisory reviews, and perform other required supervisory functions.
• Conduct fraud verification, second-level reviews, call monitoring, and monthly quality reviews in line with policy and regulatory requirements.
• Coach associates and advisors on wealth management conversations and provide subject-matter guidance.
• Identify trends and recommend process, training, job-aid, and communication improvements.

Requirements

• FINRA Series 7, 24, 63, and 65/66 registrations are required.
• FINRA fingerprinting is required.
• 3–5 years of financial services experience, including wealth management, brokerage, or trading support.
• Deep knowledge of brokerage, trading, retirement plan regulations, and wealth management strategies.
• Experience handling complex client issues and coaching or training associates.
• Bachelor’s degree required, preferably in Business or Finance, or equivalent financial services experience.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a suitable home workspace; office work may be required if home requirements are not met.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, paid holidays, volunteer time, parental leave, disability programs, and FMLA leave.
• Inclusive Business Resource Groups supporting collaboration and community engagement.