Wealth Associate

Location: Spokane, Washington, United States; field management role

Salary: $73,130–$121,849 annual base salary, plus eligibility for a discretionary bonus.

Company

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

What you will do

• Support financial advisors with investment research, portfolio analysis, and financial planning activities.
• Develop customized asset allocation recommendations and investment solutions aligned with client goals.
• Analyze portfolio performance and identify opportunities for advisor discussions or potential adjustments.
• Prepare client-facing investment reports, financial planning materials, and presentations.
• Support advisor business development, client relationship management, and client inquiries.
• Maintain client records, conduct business analytics, and support practice growth and operational effectiveness.

Requirements

• Active FINRA Series 7 and Series 66 licenses.
• At least 2 years of client service experience, preferably in financial services, wealth management, banking, or a related industry.
• Strong verbal and written customer service skills, attention to detail, adaptability, and collaborative working skills.

Nice to have

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Experience supporting financial advisors, wealth management teams, or investment professionals.
• Knowledge of portfolio management, asset allocation, and financial planning principles.
• Experience preparing investment presentations and client review materials.
• Familiarity with advisor practice management and business development support.

Culture & Benefits

• Collaborative, team-oriented environment focused on client outcomes and continuous improvement.
• 401(k) matching, health benefits, employee stock options, and volunteer time off.
• Competitive total rewards package and discretionary bonus eligibility.
• Values include integrity, creativity, shared success, and professional growth.

Hiring process

• Applications are submitted through the LPL careers platform.
• Candidate communications come directly from an @lplfinancial.com email address.