Lead Associate - Wealth Management / Premier Brokerage (Fintech)

Location: Remote - Nationwide, United States. Must be authorized to work for any employer in the U.S.; visa sponsorship is not available. Must be available to work during hours from 7am-7pm and maintain reliable high-speed wired internet and a suitable home workspace.

Base salary: $65,600-$92,675 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through wealth management and retirement solutions.

What you will do

• Handle complex escalated participant and client calls, research issues, coordinate resolutions, and make outbound calls as needed.
• Complete Best Interest Profile supervisory reviews, fraud verification for qualifying distributions, and principal-level reviews.
• Monitor call quality, identify trends in escalations and exceptions, and recommend operational or training improvements.
• Coach, mentor, and cross-train associates on wealth management conversations, cross-selling, tax-exempt strategies, and service excellence.
• Develop job aids, training manuals, new-hire and product-training resources with management and the training team.
• Partner with Supervisory Managers and leadership to resolve exceptions and support timely solutions to complex issues.

Requirements

• Bachelor's degree or equivalent experience in financial services.
• Five years of wealth management experience and experience in brokerage trading and trade approval.
• FINRA Series 7, 24, 63, and 65 registrations required within established timelines; fully licensed status is strongly preferred.
• FINRA fingerprinting is required.
• Demonstrated ability to handle escalated client issues, exercise sound judgment, and resolve complex account questions.
• U.S. work authorization is required; employment visa sponsorship, including CPT/OPT sponsorship, is unavailable.

Culture & Benefits

• Flexible remote work environment with opportunities for internal mobility and career development.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, potential discretionary contributions, and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company and floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive Business Resource Groups and a focus on well-being, work-life balance, and community volunteering.