Associate, Financial Advisor (Fintech)

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

Base pay: $61,875–$105,000 USD annually.

Company

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

What you will do

• Identify client financial needs and recommend appropriate investment and insurance solutions through in-person, virtual, and telephone appointments.
• Manage and grow an assigned client portfolio while providing ongoing financial guidance.
• Achieve investment sales, revenue, and client engagement objectives.
• Collaborate with branch leaders, field advisors, and licensed bank employees to generate referrals and grow investment business.
• Coach branch partners on products, referrals, and client engagement.
• Maintain accurate records, reporting, licenses, registrations, continuing education, and regulatory training.

Requirements

• Bachelor's degree or equivalent 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 at least 1 year providing investment guidance to clients.
• Strong interpersonal, verbal, written communication, relationship management, negotiation, financial analysis, and risk evaluation skills.
• Proficiency with Microsoft Office applications and strong attention to detail.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Appropriate state insurance licenses are required.

Nice to have

• Master's degree in finance, economics, management information systems, statistics, or a related field.
• Additional demonstrated work history, training, military service, or education.
• Experience with Microsoft Office products.

Culture & Benefits

• Work includes collaboration with branch leadership and senior investment professionals.
• Participation in sales meetings, training, coaching, and professional development initiatives.
• Benefits are designed to support employees, families, and long-term well-being.
• A proactive and responsible approach to risk management is expected.
• Inclusive and accessible application process with accommodation support available.