Investment Assistant (Finance)

Location: hirify.global Plaza, Gulfport, Mississippi, United States

Company

hirify.global provides banking and wealth management services, including financial advisory and investment solutions.

What you will do

• Support Financial Advisors and Senior Investment Consultants with client service, account reviews, account maintenance, and administrative activities.
• Open investment accounts, verify documentation, process account and fund transfers, and manage money transfers between bank and brokerage accounts.
• Assist clients with purchasing and selling stocks, mutual funds, brokerage CDs, U.S. Treasuries, and municipal and corporate bonds.
• Schedule client and partner meetings, track referrals, follow up on pending business, and support revenue goals across the assigned territory.
• Research account positions, provide stock and fund information, assist with online trading, and resolve account discrepancies.
• Communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.

Requirements

• High school diploma or equivalent required; a bachelor’s degree is preferred.
• At least two years of related support experience, preferably in a financial institution.
• Current Life and Health Insurance License, including fixed and variable annuity authority, in good standing.
• Current FINRA Investment Licenses: Series 7, 63, and 65/66, in good standing.
• Ability to work independently, meet deadlines under stress, interpret documents, operate relevant equipment, and travel if required.
• Ability to lift, move, or carry approximately 10 pounds when required, subject to reasonable accommodation.

Culture & Benefits

• Full-time position based at the hirify.global Plaza.
• Work includes collaboration with Financial Advisors, licensed bankers, and Financial Center managers.
• No supervisory responsibilities.