Associate Financial Advisor

Location: Jackson, Michigan, United States; resident workstyle

Compensation includes base salary or wages and may include additional compensation such as bonuses or commissions; no exact amount is stated.

Company

hirify.global provides financial services through an independent Paramount Wealth Management branch focused on client relationships and investment services.

What you will do

• Manage and deepen client relationships through proactive, personalized communication.
• Enter trades, orders, and rebalances; open accounts and process money movement.
• Schedule, attend, and facilitate client meetings while handling daily client inquiries.
• Prepare financial reports, spreadsheets, and meeting materials.
• Maintain client records and files in CRM software and manage referrals.
• Participate in seminars, client-facing events, training, and professional development.

Requirements

• Bachelor’s degree required.
• At least one year of financial services experience is strongly preferred, particularly in relationship management.
• SIE and Series 7 certifications required; Series 63, 65, and/or 66 may be required by the state.
• Knowledge of investment concepts, financial markets, products, regulations, trading terminology, managed account platforms, and financial planning software.
• Proficiency with CRM software, Microsoft Office Suite, and spreadsheet tools such as Excel.
• Ability to analyze account information, communicate effectively, handle stressful situations, and work independently or collaboratively.

Culture & Benefits

• Client-first, integrity-driven, independent, and long-term approach.
• Medical coverage, retirement plan with match, and paid time off may be available through the hiring branch.
• Professional training, cross-training, and educational development opportunities.
• Travel is not required; the posting also states that travel is expected to be less than 25%.
• Paramount Wealth Management and its associates are independent contractors with respect to hirify.global; employment and benefits are offered by the branch, not hirify.global.