Financial Advisor

Location: Bradenton Main, Bradenton, Florida, United States

Company

hirify.global provides banking and investment-related financial services.

What you will do

• Consult with clients and prospective clients to assess financial situations, investment objectives, risk tolerance, time horizons, and liquidity needs.
• Recommend suitable investment products and services, explain benefits and risks, and provide required disclosures.
• Meet with existing clients, maintain long-term relationships, and identify changes affecting their financial goals.
• Process trade orders, money movement instructions, client paperwork, prospectuses, and other documentation in accordance with regulatory requirements.
• Build branch referral activity by training branch personnel, coordinating with bank partners, and organizing client and prospect outreach.
• Maintain required insurance and securities licenses and complete compliance continuing education.

Requirements

• Bachelor's degree, preferably in Business, Finance, Accounting, or a related field.
• At least 2 years of related experience in brokerage, insurance, banking, or retail.
• Current Life and Health Insurance License, including fixed and variable annuity authority, in good standing.
• Current FINRA Series 7, 63, and 65/66 investment licenses in good standing.
• Ability to understand and communicate investment products and procedures, identify cross-selling opportunities, and interact with clients from diverse backgrounds.
• Ability to travel when required, work under stress, meet deadlines, and perform the role's physical requirements.

Culture & Benefits

• Full-time employment at a branch location.
• Participation in branch meetings and community affairs to support client relationships and business development.
• Ongoing product knowledge development and consultative selling training through self-study and continuing education.
• Employment practices include equal opportunity and affirmative action in accordance with applicable laws.