Team-Based Financial Advisor - Holder & Albrecht Financial Group (Finance)

TL;DR

Team-Based Financial Advisor (Finance): Providing expert financial advice and helping clients build financial well-being with an accent on retirement transition and generosity-based investing. Focus on building a book of business, obtaining industry licenses, and collaborating with Lead Advisors on complex financial scenarios.

Location: Must be based in Spokane, WA (Onsite 5 days per week)

Salary: $60,000–$80,000

Company

hirify.global is a Fortune 500 not-for-profit financial services organization focused on purpose-based advice and generosity.

What you will do

• Study for and obtain necessary insurance and securities licenses, including SIE, Series 7, and 66.
• Build and manage a book of business by meeting with new and existing clients to grow relationships.
• Solicit and sell appropriate financial products, insurance, and investment strategies to help clients gain financial clarity.
• Utilize financial tools and platforms like Salesforce, Money Guide Pro, and What-If Tax.
• Participate in community events to attract new clients and provide financial education.
• Collaborate with Lead Advisors on complex financial scenarios and document all client meetings.

Requirements

• Bachelor’s degree or equivalent experience.
• Must be based in Spokane, WA (Onsite 5 days per week).
• Satisfactory background check, fingerprinting, and licensing verification.
• Strong technical aptitude with Microsoft Office (Word, Excel, PowerPoint) and Salesforce.
• Ability to handle multiple tasks and maintain confidentiality of sensitive information.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) and pension opportunities.
• Comprehensive licensing and training programs for professional growth.
• Gift-matching program for contributions to eligible nonprofit organizations.
• Well-being programs supporting physical, emotional, and financial health.