Associate, Financial Advisor (Finance)

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

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

Company

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

What you will do

• Identify client financial needs and recommend suitable investment and insurance solutions through in-person, virtual, and telephone appointments.
• Manage and grow an assigned client portfolio by strengthening relationships and providing 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 grow branch investments.
• Coach branch partners on products, referrals, and client engagement.
• Maintain accurate records, reporting, operational requirements, licenses, continuing education, and regulatory compliance.

Requirements

• Bachelor's degree or equivalent experience in finance, economics, management information systems, statistics, or a related field.
• 5+ years demonstrating strong sales achievement while maintaining 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.
• Proficiency with Microsoft Office and ability to work legally in the United States without employer sponsorship.

Nice to have

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

Culture & Benefits

• Competitive rewards package aligned with skills, experience, training, licenses, certifications, location, and impact.
• Benefits designed to support employees, families, and long-term well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong risk culture with proactive and responsible risk management expected at all levels.