Associate Advisor (Finance)

Location: San Antonio, Texas, United States — Alamo Heights

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the largest U.S. banks by asset size.

What you will do

• Support Wealth Advisors with marketing, business development, seminar preparation, and presentations.
• Prepare and deliver educational seminars for branch personnel to strengthen referral sources.
• Assist with implementing financial planning services for investment customers.
• Meet with customers to sell appropriate mutual funds and other investment products.
• Build customer trust while working according to the principles of integrity, caring, and excellence.

Requirements

• Hold FINRA Series 7, 63, and 65 licenses, or Series 7 and 66 licenses, or be able to obtain the required licenses within 90 days.
• Hold a Texas Group 1 Insurance License covering life, accident, health, and HMO insurance, or be able to obtain it within 90 days.
• Have current or previous experience selling investment products and services, with 2+ years of investment services experience.
• Demonstrate excellent written and verbal communication skills.
• Be proficient in Microsoft applications.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holidays and paid time off.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.