Advisor Support Representative (Fintech)

Location: Dallas, TX; hybrid role requiring three days per week in the office

Salary: $54,000–$71,000 USD for Level 2; $68,000–$85,000 USD for Level 3

Company

hirify.global builds an AI platform for wealth professionals and partners with financial advisors to improve the accessibility, efficiency, and outcomes of financial advice.

What you will do

• Diagnose and resolve complex inquiries involving account opening, funding, trading, fee billing, reporting, and account maintenance.
• Investigate product defects and coordinate resolution with product, engineering, operations, and compliance teams.
• Build advisor trust through empathetic customer service, active listening, and clear communication.
• Develop expertise in hirify.global products, operational workflows, and selected product or operational specializations.
• Translate complex issues for technical and non-technical audiences and contribute customer feedback to product roadmap and process improvements.
• Maintain response templates, internal documentation, and platform FAQs while following compliance and regulatory guidelines.

Requirements

• At least two years of customer support or call center experience.
• At least two years of broker-dealer operations or clearing firm experience.
• Working knowledge of investing and the role of Registered Investment Advisors.
• Proficiency with ticket management systems such as Salesforce and Jira.
• Strong empathy, active listening, communication, resilience, ownership, and creative problem-solving skills.
• Bachelor’s degree or equivalent professional experience preferred.

Nice to have

• FINRA Series 7 and Series 63 licenses.

Culture & Benefits

• Values include kindness, brilliance, and grit.
• Premium healthcare, dental, and vision insurance plans.
• 401(k) savings plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
• One month of work-from-anywhere flexibility, except for a few countries, plus equity eligibility and employee perks.