Registered Client Associate (Wealth Management)

Location: Everett, WA, United States; on-site

Salary: $55,000–$65,000 annually

Company

hirify.global is an independent, employee-owned financial services company focused on ethical client service, wealth management, and community impact.

What you will do

• Provide professional client service and explain requirements in a regulated financial environment.
• Review, maintain, and process client account documents and information, including identifying meaningful or suspicious activity.
• Assist financial advisors with comprehensive financial plans, client communications, mailings, and events.
• Facilitate transfers of client funds and securities and issue checks upon request.
• Enter stock, bond, option, margin, mutual fund, and sell-stop orders.
• Provide administrative support through phone communication, correspondence, appointments, filing, and assigned projects.

Requirements

• Must work on-site in Everett, Washington.
• At least two years of previous experience as a Registered Client Associate.
• Successful completion of the SIE, Series 7, and Series 66 exams, or the ability to obtain the required licenses.
• Knowledge of securities-industry operations and products, including stocks, bonds, margin accounts, options, mutual funds, annuities, and insurance products.
• Strong written and verbal communication, problem-solving, client service, attention to detail, accuracy, and semi-advanced math skills.
• Ability to manage competing priorities, maintain predictable attendance, and work overtime when needed.

Nice to have

• Post-secondary education.
• Experience with Thomson ONE, Envestnet, CRM systems, or Money Guide Pro.

Culture & Benefits

• Employee-owned company with a supportive, open, and integrity-focused culture.
• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, maternity, parental, and paid holiday leave.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Personal insurance discounts, charitable gift matching, and a paid company giving day.