HFA Dedicated Financial Advisor - Advice Center

Location: Cincinnati, OH, United States; office workplace. Applicants must be currently authorized to work full-time in the United States. No immigration sponsorship is available.

Company

hirify.global is a banking and financial services organization providing financial advisory services through its hirify.global Financial Advisory group.

What you will do

• Provide investment advice and comprehensive financial planning in a phone- and web-based environment.
• Analyze client needs, including assets, goals, risk tolerance, and investment timeframes, and recommend appropriate investment and insurance solutions.
• Conduct targeted inbound and outbound calls to achieve personal production, service, and growth goals.
• Build relationships with branch partners, coach them on identifying investment and insurance opportunities, and lead activities supporting branch investment targets.
• Review business pipelines and results with branch leadership while maintaining referral follow-up service levels.
• Maintain compliance with firm and industry regulations, record-management requirements, training, and continuing education.

Requirements

• High school diploma.
• At least 1 year of investment sales experience.
• Current State Health and Life, Series 7, and Series 63 and 65/66 licenses.
• Current authorization to work full-time in the United States is required; immigration sponsorship is not available.
• Strong communication, attention to detail, client service, and follow-up skills.

Nice to have

• Bachelor’s degree.
• At least 2–3 years of experience in an investments area.
• Experience developing relationships with internal partners remotely or by phone.

Culture & Benefits

• Office-based workplace with potential flexible arrangements for certain positions outside the branch network.
• Phone-based and web-based client engagement model.
• Ongoing firm and regulatory training and continuing education.
• Equal opportunity and tobacco-free hiring practices.