Premier Client Advisor (Finance)

Location: Centennial, Colorado, United States; in-office position

Base salary: $57,750–$96,250 per year, plus incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global is a banking and wealth management organization focused on delivering financial products and services to customers.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized financial plans.
• Grow and retain an investment and insurance book of business through sales, service, networking, and referrals.
• Present financial recommendations, monitor client plans, and recommend changes based on evolving needs.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive referral activity.
• Review business results and pipeline management with branch leadership while meeting lead and referral service levels.
• Follow applicable laws, regulations, policies, and risk management guidelines.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Strong customer experience, client retention, prospecting, sales, communication, coaching, and relationship-building skills.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• In-office work environment with a supportive and inclusive workplace culture.
• Medical, prescription, dental, vision, life insurance, and disability coverage options.
• 401(k) match, pension, stock purchase plans, dependent care support, and family-related reimbursements.
• Educational assistance, wellness programs, paid holidays, paid absence days, and 15–25 vacation days depending on career level and eligibility.

Hiring process

• The application window generally begins on August 11, 2026 and is expected to remain open for two business days, subject to business discretion.