Registered Sales Assistant II (Wealth Management)

Location: Corporate Office, 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027, United States

Target compensation: $27.32–$34.15 per hour, depending on experience and before eligible incentives.

Company

hirify.global is a member-focused financial institution providing banking, investment, and wealth management services to communities and their members.

What you will do

• Provide back-office and client support for Wealth Advisors, including account assistance, communications, and service requests.
• Answer and route calls, schedule client reviews and appointments, and conduct follow-up with investment-services clients and prospects.
• Process referrals, questionnaires, welcome materials, correspondence, and broker-dealer-required non-electronic communications.
• Verify that new clients and referrals are updated in the core and CRM systems and that paperwork is completed and received correctly.
• Support business development and marketing initiatives, including warm-lead outreach and event campaigns.
• Resolve operational items and provide broad administrative support to the Wealth Management team.

Requirements

• High school diploma or GED required; bachelor's degree preferred.
• 3–5 years of related experience in investments or wealth management at a financial institution.
• 3–5 years of related in-person, phone, and/or virtual client experience.
• Required licenses: SIE, Series 7, Series 63/65 or 66, and Arizona Life and Health Insurance license.
• Proficiency with Microsoft Office or similar software, strong computer and office-equipment skills, and accurate, highly organized work habits.
• Ability to identify and solve problems, communicate professionally, learn quickly, and adapt to changing priorities.

Nice to have

• Experience with Salesforce CRM or a similar customer relationship management platform.
• Bachelor's degree.

Culture & Benefits

• Paid holidays, floating holidays, personal days, vacation, and sick time.
• Low-cost medical, dental, and vision plans.
• Paid childcare assistance and gym fee reimbursement.
• 401(k) plan, tuition reimbursement, and student loan repayment.
• Employment includes credit and criminal background checks and compliance with applicable financial regulations, including BSA, AML, the USA PATRIOT Act, and OFAC requirements.