Associate Financial Advisor (Finance)

Location: Boston, Massachusetts, United States. Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship.

Annual base pay range: $61,875–$105,000 USD.

Company

hirify.global is a global financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

• Identify clients’ financial needs and recommend suitable investment and insurance solutions through in-person, virtual, and telephone appointments.
• Manage and grow an assigned client portfolio, strengthen relationships, and provide ongoing financial guidance.
• Achieve investment sales, revenue, and client engagement objectives.
• Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees to generate referrals and support branch investment growth.
• Coach branch partners on products, referrals, and client engagement.
• Maintain accurate records, sales reports, professional licenses, continuing education, and regulatory compliance.

Requirements

• Bachelor’s degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or a related field.
• At least 5 years of sales experience with a strong record of achievement and high ethical standards.
• At least 1 year of experience providing investment guidance and advice to clients.
• Strong interpersonal, verbal, written communication, relationship management, negotiation, financial analysis, and risk evaluation skills.
• FINRA Series 7 and Series 66, or Series 63 and 65, plus appropriate state insurance licenses.
• Demonstrated proficiency with Microsoft Office applications.

Nice to have

• Master’s degree in Finance, Economics, Management Information Systems, Statistics, or a related field.
• Established work history or equivalent experience, training, military service, or education.
• Additional experience with Microsoft Office products.

Culture & Benefits

• Customer-centric environment focused on innovation, bold thinking, and responsible risk management.
• Training, coaching, and professional development initiatives to strengthen advisory and business skills.
• Competitive rewards and benefits package supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.