Lead Associate - Financial Wellness Planning & Advisory Services

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $65,600.00–$92,675.00 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides financial services focused on helping customers pursue financial freedom and improve their financial well-being.

What you will do

• Handle complex escalated participant and client calls, research issues, coordinate follow-up, and deliver timely resolutions.
• Partner with supervisory managers to resolve exceptions, service requests, and account-related concerns.
• Monitor call quality, complete Best Interest Profile supervisory reviews, and perform fraud verification for qualifying distributions.
• Coach, mentor, and cross-train associates on wealth management conversations, cross-selling, and tax-exempt strategies.
• Identify trends in quality concerns, escalations, exceptions, and call statistics, recommending solutions to management.
• Develop job aids, training manuals, new-hire and product-training resources with management and the training team.

Requirements

• Bachelor’s degree or equivalent experience in financial services.
• FINRA Series 7, 24, 63, and 65 registrations are required.
• FINRA fingerprinting is required.
• Strong wealth management and tax-exempt sales strategy knowledge, with sound judgment and the ability to handle escalated client issues.
• Ability to coach, train, mentor, and develop job-related resources.
• U.S. work authorization for any employer is required; employment visa sponsorship is not available.

Nice to have

• Experience in brokerage trading and trade approval.
• Five years of wealth management experience.

Culture & Benefits

• Flexible remote work environment focused on purpose, well-being, work-life balance, and inclusion.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, and 16 hours of paid volunteer time annually.
• Paid parental leave, short- and long-term disability, FMLA programs, and access to Business Resource Groups.

Hiring process

• Applicants must complete the standard application process and meet the required registration and work-authorization conditions.