Senior Financial Representative (Wealth Management)

Location: Richmond, Virginia, United States

Pay range: $90,000–$150,000 annually, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and millions of American clients with investment solutions, fintech tools, and practice management services.

What you will do

• Provide client service through incoming calls, emails, transactions, reports, forms, and proactive outreach.
• Maintain a book of more than 120,000 clients, ensuring operational accuracy, compliance, and consistent client experiences.
• Collect and analyze client data and develop, implement, review, and maintain financial plans.
• Explain education, tax, estate, insurance, investment allocation, account types, investment products, and markets.
• Position suitable financial plans and investment solutions through consultative sales and relationship-deepening activities.
• Coordinate with internal departments and assess risks, conduct security checks, and help prevent fraud.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7 and Series 63 plus Series 65 or 66 licenses required.
• At least two years of direct client experience in the financial services industry.
• Strong client service, relationship management, communication, listening, and business writing skills.
• Ability to work in a fast-paced, team-oriented call center environment while using multiple PC and data lookup applications.
• High integrity, attention to detail, adaptability, and the ability to evaluate and mitigate risk.

Nice to have

• Life & Health license or CFP certification.
• Experience in financial telesales, trading, call center service, or financial advising.
• Strong knowledge of financial planning, investment markets, and account types.
• Proficiency with Microsoft Office and web-based applications.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience and career development.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional rewards and benefits.
• Performance-based sales incentive compensation may be available under the applicable plan.

Hiring process

• Application is submitted through the LPL careers platform.
• LPL communicates with applicants directly from an @lplfinancial.com email address.
• LPL does not conduct interviews through online chatrooms or request payment or bank and credit card information.