Associate, Financial Advisor

Location: New York, NY, United States

Salary: $61,875–$105,000 USD annualized

Company

hirify.global is a financial services organization undergoing a customer-centric, 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, client engagement, and acquisition objectives.
• Collaborate with branch managers, field advisors, and licensed bank employees to generate referrals and support branch investment growth.
• Coach and educate branch partners on products, referrals, and client engagement.
• Maintain accurate records, reporting, regulatory compliance, professional licenses, registrations, and continuing education.

Requirements

• Bachelor’s degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or a related field.
• At least 5 years of demonstrated sales achievement with high ethical standards and at least 1 year of experience 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 licenses, or Series 7 with Series 63 and 65, are required.
• Appropriate state insurance licenses are required, and applicants must already 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 demonstrated through experience, training, military service, or education.
• Additional experience with Microsoft Office products.

Culture & Benefits

• Customer-centric environment focused on innovation, bold thinking, and professional development.
• Participation in sales meetings, training programs, coaching sessions, and development initiatives.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible workplace with equal employment opportunities.
• Risk management and responsible decision-making are expected at all professional levels.