Sr. Financial Advisor (Investments and Planning)

Location: Fort Collins, Colorado, United States; onsite at the posted location

Company

hirify.global is a financial services organization providing banking and investment-related services.

What you will do

• Advise affluent clients with sophisticated investment needs through multiple delivery channels.
• Assess client financial situations, investment objectives, and risk tolerance during regular meetings.
• Provide investment management, fiduciary advice, specialized asset management, financial planning, and business succession planning.
• Build referral networks and develop new business through third-party sources.
• Partner with internal bank specialists to deliver comprehensive client solutions.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent experience.
• At least 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations, or Series 63 and 65.
• State Life, Accident & Health, and Variable Contract insurance licenses.
• Successful business development, prospecting, client relationship management, and revenue growth experience.
• Unrestricted work authorization in the United States and no requirement for future sponsorship.

Culture & Benefits

• Onsite work environment with collaborative spaces, mentorship, and professional growth opportunities.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Time off programs and health savings account options.
• Tuition assistance, growth opportunities, and short-term/long-term disability insurance.