Registered Associate II

Location: Onsite at 26790 South Tamiami Trail, Bonita Springs, FL 34134, United States

Salary: $64,125–$105,925 USD per year, plus potential discretionary bonus and equity component.

Company

hirify.global is a Fortune 500 financial institution providing financial services and guidance to individuals, families, and institutions.

What you will do

• Serve as a primary contact for client servicing, account opening, account maintenance, and trade execution.
• Onboard client relationships by preparing account documentation, advisory agreements, and correspondence.
• Support Financial Advisors in evaluating investment objectives, risk tolerance, income needs, and market conditions.
• Collaborate with Sales, Operations, Management, and relationship managers to resolve client inquiries.
• Maintain accurate client information in the CRM system and organize records in compliance with firm and regulatory requirements.
• Share technical knowledge, mentor associates and advisors, and support cross-functional process improvements.

Requirements

• At least 2 years of experience in a client-facing role within brokerage, investment advisory, or financial services.
• FINRA licenses required: SIE, Series 7 or 7TO, and Series 63/65 or 66.
• Strong knowledge of investment products, including stocks, bonds, mutual funds, and options.
• Excellent verbal, written, and analytical communication skills, with the ability to explain complex information clearly.
• Strong organizational skills and the ability to prioritize multiple tasks.
• Proficiency with Microsoft Office; a bachelor’s degree is preferred.

Nice to have

• Experience with Wealthscape, Morningstar Analytics, or Thomson ONE.
• Experience supporting and mentoring less-experienced team members.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and voluntary well-being benefits.
• Reasonable accommodations are available during the employment process.