2027 Apprentice Financial Advisor Program (Wealth Management)

Location: On-site in Seattle, Washington for the first two years, followed by an on-site branch assignment at a various hirify.global location in year three. Training sessions and branch visits may take place in Seattle, Great Falls, Montana, and other locations.

Company

hirify.global is an independent, employee-owned financial services company providing wealth management services and solutions.

What you will do

• Learn financial planning techniques, wealth planning strategies, and estate planning concepts.
• Support the Planning Resource Center and Wealth Planning Department as a subject matter expert.
• Create branded educational materials on complex financial planning topics.
• Advise and guide clients through investment strategies and proposals as part of the Financial Services Representative team.
• Participate in portfolio construction, investment implementation, client interaction, practice management, and branch operations.
• Work with Senior Financial Advisors and firm leaders to determine a future practice or team placement.

Requirements

• College graduate within the last three years with a bachelor's or master's degree, or a business professional with 1–3 years of financial services or transferable experience.
• Strong communication and interpersonal skills with a team-oriented approach.
• Interest in helping others and curiosity about the financial services industry.
• Ability to work on-site in Seattle during the first two years and relocate to a hirify.global branch for the third year.
• Willingness to complete the FINRA SIE, Series 7, Series 66, and Washington State insurance licensing exams.

Nice to have

• Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ or Certified Wealth Strategist® credential.

Culture & Benefits

• Paid three-year developmental and training program.
• Immersive hands-on learning with ongoing coaching and mentorship.
• Study materials and support for required licensing examinations.
• Opportunities to learn from established Financial Advisors and participate in branch training sessions.
• Employee-owned culture focused on integrity, supportive communication, service, and community involvement.

Hiring process

• Applications are accepted from September 14 through October 16, 2026.
• First and second round interviews take place in November 2026.
• Final panel interview takes place in Seattle on December 11, 2026, with decisions and offers by year end.
• The program begins in Seattle on July 12, 2027.