Advisor Consultant Associate (Financial Services)

Location: New York, NY, United States; hybrid work

Salary: $75,000 annual base salary, plus discretionary bonus and production compensation

Company

hirify.global is an investment management firm offering equity, fixed-income, alternative, and private equity products.

What you will do

• Partner with Advisor Consultants to promote and sell investment products to financial advisors across regional and independent advisor firms.
• Conduct outbound prospecting calls, identify and close sales opportunities, provide product updates, schedule sales appointments, and follow up on client service.
• Build and maintain strong knowledge of products, the investment industry, competitors, clients, and advisor firms.
• Develop territory coverage strategies with external wholesalers and maintain relationships with key advisors.
• Analyze territory sales, marketing, and product data to identify opportunities and support marketing and sales campaigns.
• Respond to inbound inquiries, resolve service issues with operations, and maintain territory records in Salesforce.

Requirements

• Prior sales experience in the financial services industry is preferred.
• Excellent interpersonal and communication skills, with the ability to work in a fast-paced, collaborative environment.
• Strong analytical, organizational, prioritization, client management, and attention-to-detail skills.
• Bachelor’s degree required, ideally in business administration, marketing, or finance.
• Series 7 and 63/65 or 66 licenses required, or must be obtained within six months of hire.
• Must have authorization and the right to work in the United States without current or future sponsorship.

Culture & Benefits

• Full-time employment within a collaborative North American Intermediary sales team.
• Some limited travel may be required.
• Benefits include paid time off, medical, dental and vision insurance, retirement benefits, life insurance, and other benefits for eligible employees.