Experienced Financial Advisor

Location: Glastonbury, Connecticut, United States; onsite, first shift.

Salary: $150,000 with potential for increase based on experience, education, and skill set.

Company

hirify.global provides comprehensive wealth management, investment products, financial planning, and investment advice to individuals, companies, and institutions.

What you will do

• Deliver goals-based financial planning and wealth strategies by assessing client needs.
• Manage client portfolios and support practice growth.
• Build and maintain client relationships while sourcing prospective clients and developing referrals.
• Use the firm's planning tools, techniques, and strategies to support client outcomes.
• Coordinate with management and escalate matters requiring supervisory review or approval under compliance policies.
• Complete training and development needed to maintain a successful financial advisory practice.

Requirements

• 5+ years of experience as a Financial Advisor with a transportable practice.
• FINRA Series 7 and 66 registrations required; Series 63 and 65 accepted in lieu of Series 66.
• Experience managing client portfolios and driving growth.
• Proven relationship-building and business development skills.
• Ability to perform the role onsite in Glastonbury, Connecticut, during first-shift United States hours.

Nice to have

• Bachelor's degree or higher.
• CFP or CRPC designation.
• Experience with lead generation, investment management, sales activities, and new client development.
• Excellent written and verbal communication skills.
• Entrepreneurial approach.

Culture & Benefits

• Inclusive, collaborative, and diverse work environment.
• Team-based culture focused on trust, shared ownership, accountability, and results.
• Full-time employment with benefits eligibility.
• Paid time off and employee resources and support.
• Eligibility for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities.