Investment Consultant - Bellevue, WA

Location: Bellevue, WA, United States; hybrid work with regular in-person attendance

Salary: USD $51,300–$95,800 per year, plus bonus and performance-based incentive opportunities.

Company

hirify.global provides financial services and supports clients in managing their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Use active listening and thoughtful questioning to align solutions with client goals.
• Provide timely, accurate, client-focused support and build relationship-management skills.
• Manage outreach, follow-ups, administrative work, and ongoing development.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, performance, and professional growth.

Requirements

• Active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, during employment.
• Obtain a Life & Health Insurance license during employment.
• Relevant financial services, client-facing, sales, or advisory experience preferred.
• Demonstrated motivation, persistence, adaptability, time management, communication, and initiative.

Nice to have

• Previous experience in financial services or a similar client-facing, sales, or advisory environment.

Culture & Benefits

• Four-week live virtual Wealth Management University program followed by branch-based training and mentorship.
• Career path toward a Financial Consultant position and other leadership, branch, service, and support opportunities.
• Hybrid work and flexibility with regular in-person collaboration.
• 401(k) with company match and an employee stock purchase plan.
• Health, dental, and vision insurance, paid vacation, parental leave, family-building benefits, tuition reimbursement, and an eligible 28-day sabbatical after five years.

Hiring process

• Application deadline: September 23, 2026.