Sales Assistant (Financial Services)

Location: Fargo, North Dakota, United States. Full-time, in-office five days a week, Monday through Friday during standard business hours.

Salary: $65,000–$75,000 annualized. The approximate hourly compensation range is $31.25–$36.06.

Company

hirify.global is an industry-leading professional services company with an enterprising, decentralized work environment.

What you will do

• Serve as a primary client contact and support financial advisors with daily operations, scheduling, communications, and account servicing.
• Prepare and process new account paperwork, transfers, account maintenance requests, and related documentation.
• Execute permitted securities transactions and monitor account activity, cash management, distributions, and money movement requests.
• Coordinate client meetings, prepare presentation materials, maintain meeting notes, and support seminars and client appreciation events.
• Maintain accurate client records and ensure compliance with firm, regulatory, privacy, and industry requirements.
• Work with operations, compliance, and custodians to resolve account issues and support business development through proactive client service.

Requirements

• Active FINRA Series 7 registration.
• Active Series 63 or Series 66 registration.
• Ability to obtain or maintain required North Dakota insurance licensing, if applicable.
• At least two years of experience in financial advisory, brokerage, banking, or wealth management.
• Strong knowledge of brokerage operations, securities regulations, client service practices, and regulatory compliance.
• Excellent communication, organization, prioritization, discretion, integrity, and attention to detail.

Nice to have

• Experience supporting one or more financial advisors.
• Familiarity with Fidelity, Wealthscape, Salesforce, and other brokerage or CRM platforms.

Culture & Benefits

• Enterprising and decentralized environment with opportunities to learn and develop quickly.
• Medical and dental plans for employees and their families.
• 401(k) plan with company matching.
• Company-funded life and disability insurance.
• Regular and reliable attendance is required; the position has no supervisory responsibilities.