Licensed Client Associate (Finance)

Location: San Antonio, TX, United States; local travel to branches or other required locations may be needed

Company

hirify.global provides financial services and supports financial advisors, consultants, and investment programs.

What you will do

• Provide telephone support to brokerage and investment clients, handling account questions, purchases, redemptions, and account changes.
• Place trades according to client instructions, advisor or consultant direction, and firm policies.
• Support Financial Advisors and Consultants with client appointments, consultations, recommendations, and additional sales activities.
• Manage account documents, forms, reports, referrals, and submissions to operations.
• Collect sales and productivity data, prepare reports, analyze financial products, and create client presentations.
• Travel locally to branches or other locations to cover appointments and meet with clients when required.

Requirements

• Associate’s degree in Business, Finance, Marketing, or a related field, or equivalent experience.
• At least two years of experience in investment sales, client service, trade execution, consultation support, or a related area.
• Series 7, Series 63, Group I license, a current Texas driver’s license, and an excellent driving record are required.
• Working knowledge of investments, insurance, financial products, financial planning, and financial planning tools.
• Strong communication, telephone etiquette, analytical, problem-solving, organizational, interpersonal, and attention-to-detail skills.
• Proficiency with Word, Excel, Access, PowerPoint, and finance or investment systems, with the ability to support multiple advisors across multiple locations.

Nice to have

• Bachelor’s degree in Business, Finance, Marketing, or a related field.

Culture & Benefits

• Competitive overall compensation package and work-life balance.
• Healthcare coverage options and traditional and Roth 401(k) retirement plans.
• Career growth opportunities, continuing education, and career certifications.
• Leadership Academy and Mentor Program.
• Employee engagement activities, recognition awards, years-of-service awards, and a wellness program.
• Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.