Investor Relations Specialist

Investor Relations Specialist ***Must have current Series 7 license***  

Department: Investor Relations

Work Location: ONSITE, North Phoenix/Scottsdale

Classification: Full-time, Exempt

Pay Range: $75,000 base + UNCAPPED monthly commissions

Position Overview:

Join a firm where financial professionals spend more time serving clients and less time fighting bureaucracy. As a member of our elite team, you will have access to primarily inbound leads generated from television ads and extensive marketing. Our team works with company-generated leads rather than building a book from scratch, which gives them more time to focus on investor education, relationship management, and suitability review aligned with their objectives. We provide monthly UNCAPPED payouts based on a performance formula that is defined upfront, and a culture that values autonomy and client-first relationships.

This role is designed for professionals who excel at fostering confidence, understanding complex investor needs, and serving as a trusted resource throughout the investment journey. You will work with investors to assess suitability, provide thoughtful market and product insights, and deliver a high-touch client experience that reinforces credibility and long-term loyalty.

Key Responsibilities:

• Develop a meaningful rapport with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks. No cold calling.

• Understand potential and current investors' needs and identify potential investment objectives. Explain and demonstrate product.

• Collaborate with the Compliance Department to ensure documents comply with SEC, FINRA, and company regulations and industry standards.

• Gather investor financial data to make appropriate recommendations of suitability for investment. Attend all meetings and training courses as required. Keep up with product information, updates, and industry standards.

• Knowledgeable of industry trends, competitor performance, and investor sentiment to inform management and collaborate in developing company strategy.

• Represent Yrefy at investor webinars, meetings, and conferences when needed.

• Develop accurate investor records and engagement history, including prospects, in the approved CRM system.

• Partner with Finance, Compliance, and Marketing to align messaging and reporting.

• Perform other related duties as assigned.

• Onsite in-office full-time, with some scheduling flexibility required around television ads that run early morning, evening, and weekends.

Qualifications:

• Sales experience

• Licenses: SIE, Series 63, and Series 7 - Series 82 may be accepted temporarily

• Satisfy all requirements of broker/dealer for dual employment

• Excellent customer service skills.

• Familiarity with equity and debt instruments

• Strong listening and communication skills.

• Ability to be flexible in scheduling for inbound call coverage.

• Experience in fintech or student loan refinancing preferred

• Ability to be licensed in all 50 states

Yrefy takes care of our team members! Benefits include:

• 100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)

• 401k/Roth Plan with 4% Match and Immediate Vesting

• Dental Insurance

• Vision Insurance

• Company Paid Life Insurance

• Company Paid Short-and-Long-Term Disability Insurance

• Fully Paid LifeTime Gym Membership (if at least 8 visit days/month)

• Student Loan Repayment Assistance and Education Assistance

• Catered Friday Lunches

• Stocked Snack Kitchens

• Fun in-Office Work Environment

• Opportunity to Work at a Fast-Growing Company

• And More!

Learn more about our company story and investment opportunity here (

Join a team that is making a difference in people's lives… Apply today!