Branch Service Advisor (Financial Licensing)

Location: Hybrid work in the United States, with in-office attendance three days per week, averaging 12 days per month, at the Memphis, Tennessee or Southfield, Michigan corporate offices. Schedules are Monday–Friday, either 8:00 a.m.–5:00 p.m. CT / 9:00 a.m.–6:00 p.m. ET or 10:00 a.m.–7:00 p.m. CT / 11:00 a.m.–8:00 p.m. ET.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term relationships.

What you will do

• Process financial advisor requests, provide product and service information, and resolve customer inquiries and complaints.
• Handle complex escalations, obtain required managerial approvals, and coordinate custom or special service requests with operational teams.
• Build and maintain relationships with financial advisors, customers, and internal partners as a trusted liaison between branches and operational units.
• Conduct structured customer interviews, clarify requirements, document interactions, and maintain follow-up plans in the CRM system.
• Identify sales opportunities during service interactions and support customer retention and business development activities.
• Follow company policies, regulatory codes, and financial industry standards while continuing professional development through training and education.

Requirements

• Securities Industry Essentials Exam (SIE) required before starting, unless an exemption or grandfathering provision applies.
• Series 7 license required, or the ability to obtain it within 120 days.
• Series 63 or Series 66 license required, or the ability to obtain it within 120 days.
• High school education required.
• 13 months to 3 years of general work experience.
• Ability to work the specified Central or Eastern Time schedules and attend the office three days per week.

Culture & Benefits

• Hybrid-friendly work schedule combining flexibility with regular in-office collaboration.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional development through formal and informal training, coaching, conferences, and continuing education.
• People-first culture emphasizing professional growth, collaboration, accountability, continuous improvement, and respect for individual backgrounds.