Investment Advisor

Location: Onsite in Arvada, Colorado, United States

Base salary: $57,750–$96,250 per year, plus incentive-eligible compensation.

Company

hirify.global provides banking and wealth management services focused on customer financial needs and investment solutions.

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.
• Recommend suitable financial products, monitor client plans, and adjust strategies as needed.
• Coach branch staff and internal partners to identify investment opportunities and increase investment visibility.
• Manage lead and referral follow-up, pipeline activity, business results, and client service-level agreements.
• Maintain compliance with applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 2+ years of relevant professional experience.
• FINRA Series 7 and Series 66 licenses, or Series 7 with Series 63 and 65.
• Life and Health Insurance license.
• Experience with client prospecting, relationship management, financial analysis, financial modeling, and customer engagement.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• In-office work environment with an emphasis on collaboration, inclusion, and employee development.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid holidays, vacation days, parental leave, and occasional absence days.
• Educational assistance, wellness programs, and dependent care support.