Wealth Associate (Financial Services)

Location: Dickinson, North Dakota, United States; field management

Salary: $73,130–$121,849 per year

Company

hirify.global provides wealth management, investment solutions, fintech tools, and practice management services for financial advisors and financial institutions in the United States.

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 reports and identify opportunities for advisor discussion or portfolio adjustments.
• Prepare client-facing investment reports, financial planning materials, and presentation content.
• Support advisor business development, client relationship management, and client inquiries.
• Conduct business analytics, maintain accurate CRM records, and support practice growth and operational effectiveness.

Requirements

• Active FINRA Series 7 and Series 66 licenses.
• 2+ years of client service experience, preferably in financial services, wealth management, banking, or a related industry.
• Ability to collaborate in a fast-paced, team-oriented environment and deliver responsive client service.

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 work environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and support designed to help employees develop their careers and make an impact.