Financial Advisor Trainee (Finance)

Location: Atlanta, Georgia, United States; onsite resident workstyle with less than 25% travel.

Company

hirify.global provides financial advisory and investment services through a client-first, integrity-focused organization.

What you will do

• Complete distance learning, apprenticeship, rotations, and Advisor Mastery Program training.
• Develop an individual financial advisory practice and build a client pipeline through prospecting, networking, and community initiatives.
• Evaluate client financial needs, investment objectives, time horizons, risk profiles, holdings, and available capital.
• Recommend suitable investment products, solutions, and services while managing client relationships and portfolios.
• Open, transfer, and close accounts; maintain records; enter transaction orders; and follow up on completion.
• Meet production targets, performance standards, compliance requirements, and licensing deadlines.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a comparable combination of education and experience preferred.
• At least three years of relevant work experience demonstrating achievement in sales or a business environment, or an approved equivalent.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, investment products, and financial planning.
• Ability to communicate effectively, identify customer needs through questioning and listening, manage changing priorities, and build client relationships.
• SIE, Series 7, and Series 66 licenses are required, or must be obtained within four months of program start; Life, Health and Variable Annuity licensing must be obtained within six months.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, disability, critical illness, accident insurance, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• People-first culture focused on client service, integrity, independence, accountability, and continuous improvement.
• Equal opportunity workplace that values diverse backgrounds and experiences.