Advisor Services Service Specialist (Financial Services)

Location: Hybrid schedule near the Phoenix, AZ office; candidates must be legally authorized to work in the United States.

Salary: $60,000–$65,000 annual base compensation, plus potential variable incentive compensation and benefits.

Company

hirify.global provides investment, consulting, relationship, and practice management solutions for independent financial advisors.

What you will do

• Provide fast and accurate phone-based support for inbound advisor and service staff inquiries.
• Guide advisors through required paperwork across multiple custodians and help ensure accurate completion.
• Own calls and cases through research, follow-up, resolution, and clear progress updates.
• De-escalate service issues, set appropriate expectations, and deliver confidence-inspiring resolutions.
• Collaborate with internal teams and Sales Consultants to support advisor satisfaction and platform adoption.
• Report customer experience issues and feedback on desired platform improvements.

Requirements

• Bachelor’s degree or equivalent professional experience.
• At least one year of customer service, client support, or financial-advisor-facing support experience, preferably by phone.
• Strong oral and written communication, organization, system navigation, ownership, and research skills.
• Ability to understand complex business problems through probing and critical thinking.
• Knowledge of, or aptitude to learn, the investment and financial services industry.
• Legal authorization to work in the United States is required; visa sponsorship is not available.

Nice to have

• Experience in wealth management or financial services.
• SIE, Series 6, or Series 7 securities license.

Culture & Benefits

• Mission-driven environment focused on helping financial advisors improve their clients’ lives.
• Values centered on client success, integrity, respect, excellence, and collaboration.
• Hybrid work schedule with flex time, paid time off, and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, vision, HSA employer contribution, volunteer time off, career development, recognition, and fitness reimbursement.