Wealth Advisor (Financial Services)

Location: On-site at a local bank branch in Lacey, Washington, United States

Salary: $80,168.40 annually, plus eligible sales incentive compensation.

Company

hirify.global collaborates with credit unions to provide financial services through an employee advisor model.

What you will do

• Provide comprehensive investment, brokerage, advisory, insurance, and financial planning solutions to retail clients.
• Use a consultative and holistic sales process to assess client needs and objectives.
• Build relationships with branch managers, branch staff, and centers of influence.
• Support branch referrals, cross-selling opportunities, and referrals back to the credit union.
• Deliver high-quality customer service while meeting or exceeding assigned territory sales goals.
• Maintain compliance with regulatory, broker-dealer, and institutional requirements.

Requirements

• At least two years of investment sales experience, preferably in a financial institution.
• High school diploma or equivalent; a bachelor's degree is preferred.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or 66 registration where required; obtain it within the first six months if necessary.
• Computer literacy, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Proven ability to sell investment products and services with strong sales results.
• Knowledge of bank-based investment markets, investment products, insurance products, and financial planning.

Culture & Benefits

• Client-focused, team-oriented, and collaborative working environment.
• Fast-paced setting that encourages creativity and continuous improvement.
• Opportunity to earn sales incentive compensation in addition to base salary.