Associate Financial Advisor I

Location: Spokane, Washington, United States; field management

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, affiliation models, and practice management services.

What you will do

• Build referral pipelines and partnerships to develop and grow client relationships.
• Analyze client financial data and help develop strategies aligned with client goals.
• Prepare account forms, meeting materials, client files, and other administrative documentation.
• Support mailing campaigns, seminars, prospecting, marketing, and sales-generation initiatives.
• Handle client inquiries, schedule appointments, and assist with meetings.
• Process trades under the direction of a mentor financial advisor and follow compliance requirements.

Requirements

• At least 2 years of applicable professional experience or experience in professional sales or an entrepreneurial setting.
• Bachelor’s degree.
• Ability to obtain Series 7 and Series 66 licenses within the first 120 days of employment.
• Strong analytical, communication, collaboration, and client-service skills.
• High attention to detail and the ability to multitask accurately.
• Ability to learn new technologies, software, procedures, and compliance regulations.

Nice to have

• Entrepreneurial spirit and self-motivation.
• Experience developing sales promotions, client outreach, or marketing initiatives.

Culture & Benefits

• Collaborative, team-oriented environment with mentorship and coaching from experienced financial advisors and industry professionals.
• Classroom learning sessions, training events, and apprenticeship opportunities.
• 401(k) matching, health benefits, employee stock options, and paid time off of up to 16 days.
• Eleven paid holidays and volunteer time off.