Financial Advisor (Fintech)

Location: Newton, Massachusetts, United States

Salary: $61,875–$105,000 USD annual base pay

Company

hirify.global is a global financial services organization evolving toward a technology-driven, customer-centric model.

What you will do

• Identify client financial needs, investment objectives, risk tolerance, and insurance requirements.
• Deliver comprehensive, needs-based financial planning and personalized investment strategies.
• Recommend investment and insurance solutions, including advisory programs, fixed income, structured products, annuities, and life insurance.
• Manage, retain, and grow an assigned book of business through proactive relationship management and regular client reviews.
• Develop new client relationships through branch partnerships, referrals, and business development.
• Achieve investment sales, revenue, asset growth, and client engagement objectives while maintaining regulatory compliance.

Requirements

• Bachelor’s degree or equivalent work experience in finance, economics, management information systems, statistics, or a related field.
• 5+ years of experience providing investment guidance and advice to clients.
• 5+ years demonstrating strong sales achievement while maintaining high ethical standards.
• Strong financial analysis, risk evaluation, communication, relationship management, and negotiation skills.
• FINRA Series 7 and Series 66, or Series 63 and 65, plus appropriate state insurance licenses.
• Must be legally authorized to work full time in the United States without employer sponsorship.

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.

Culture & Benefits

• Customer-centric environment focused on innovation and challenging established approaches.
• Professional training, continuing education, and licensing support are required for the role.
• Rewards package and benefits designed to support employees, families, and well-being.
• Inclusive and accessible application process with equal employment opportunity.