Associate Financial Advisor (Financial Services)

Location: Spokane, Washington, United States, with the option of fully remote work for qualified candidates.

Compensation: $100,000–$140,000, including bonus.

Company

hirify.global is a Fortune 500, membership-owned financial services organization providing financial advice, investments, insurance, banking, and generosity products.

What you will do

• Support financial advisors and provide client service involving confidential financial and suitability information.
• Advise prospective and current clients on suitable financial products, investment advisory services, and insurance coverage.
• Research securities products, conduct due diligence, identify fund-selection criteria, and track WRAP account performance against indexes.
• Open and complete product applications, accept securities trade orders, and issue insurance certificates, endorsements, binders, commitments, or contracts.
• Prepare and follow up on client meetings, assist with product changes, and collaborate with financial representatives.
• Support seminars, workshops, business planning, marketing services, and relationships with external organizations.

Requirements

• Series 7 and 66, or Series 7, 63, and 65, plus resident-state Life, Health, and Annuities registration are required.
• Registration and insurance licensing are required in all states where support work is performed; willingness to complete state training for Long-Term Care sales may be required.
• At least 2 years of customer service experience is preferred.
• Ability to manage multiple tasks, frequent interruptions, sensitive information, and high-quality work.
• Analytical thinking, planning, organization, communication, customer focus, teamwork, adaptability, and relationship-building skills.
• Background verification, fingerprinting, and securities or insurance licensing verification are required where applicable.

Culture & Benefits

• Client-centered practice focused on personalized, fiduciary-driven advice and long-term relationships.
• Simple IRA.
• Healthcare stipend available.
• Flexible vacation benefits.
• Opportunity to work with clients and communities through seminars, meetings, and fraternal activities.