Financial Advisor

Location: New York, New York, United States

Base salary: $55,250–$66,300 per year, plus uncapped monthly bonus opportunities.

Company

hirify.global is a diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Participate in coaching and in-person training led by local leaders and established advisors.
• Generate client prospects through local events, seminars, networking, online marketing, and referrals.
• Develop and execute a marketing plan to attract target audiences and build the practice.
• Conduct financial planning and advice meetings with clients and prospects.
• Build meaningful client relationships and provide solutions aligned with their financial goals.
• Build a book of business as an independent hirify.global Financial advisor while meeting program and regulatory standards.

Requirements

• 3+ years of work experience with a proven record of success.
• Existing personal and professional contacts in the local area for referral generation.
• Experience building strong relationships and delivering excellent client service.
• Legally authorized to work in the United States without current or future visa sponsorship.
• Ability to obtain required securities and insurance licenses within 150 days of hire, including FINRA Series 7 and applicable state licenses.
• Must not have solicited securities-based business or held a securities-based client book within the past 8–10 years.

Nice to have

• Four-year college degree or equivalent experience.
• Entrepreneurial mindset and motivation to succeed in a goal-oriented environment.
• Interest in coaching, peer learning, and building a long-term advisory career.
• Background in sales, marketing, consulting, banking, insurance, education, real estate, law, accounting, or another client-focused profession.

Culture & Benefits

• Full-time, non-exempt employment with a competitive base salary and uncapped monthly bonus opportunities.
• Full employee benefits package supporting health and wellbeing.
• Three years of structured training, coaching, and development to build a book of business.
• Licensing and training costs covered, with tools and support for obtaining required credentials.
• Performance-based recognition and opportunities to team with experienced financial advisors.