Associate Financial Advisor I

Location: Kennewick, Washington, United States; field-based role with in-person classroom learning, mentoring, coaching, and training events.

Salary: $54,700–$91,100 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, advisor affiliation models, and practice management services.

What you will do

• Work alongside a successful financial advisor through an apprenticeship, mentoring, and coaching program.
• Build referral pipelines, develop partnerships, and grow client relationships.
• Analyze client financial data and help develop strategies aligned with client goals.
• Prepare account forms and documents, maintain accurate client files, and provide administrative support.
• Support sales and business development through mailings, seminars, prospecting, appointments, and marketing activities.
• Handle client inquiries, process trades under mentor direction, and follow compliance and legal requirements.

Requirements

• At least 1 year of applicable professional experience or experience in professional sales or an entrepreneurial setting.
• Bachelor’s degree.
• Strong collaboration, analytical, communication, and client-service skills.
• High attention to detail and the ability to multitask accurately.
• Ability to learn and follow standard operating procedures and compliance regulations.
• Proficiency with Microsoft Office and ability to learn new technologies and software programs.

Culture & Benefits

• Mentoring and coaching from a financial advisor and other industry professionals.
• Classroom learning sessions delivered virtually and in person.
• Training events focused on sales skills and industry knowledge.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Collaborative, team-oriented environment focused on client success, integrity, creativity, and continuous improvement.

Hiring process

• Recruiting communication is conducted from an official @lplfinancial.com email address.
• LPL does not conduct interviews through online chatroom forums or request payment or banking information during interviews.