Associate Financial Advisor (Fintech)

TL;DR

Associate Financial Advisor (Fintech): Supporting clients through investment planning, insurance solutions, and relationship management with an accent on financial advisory and product application processing. Focus on collaborating with lead advisors to provide purpose-based advice and maintaining high-quality client service standards.

Location: Hybrid in Seattle, WA or remote for candidates residing in the Pacific or Mountain Time zones.

Salary: $100,000 - $140,000

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization dedicated to helping clients build financial well-being through purpose-based advice, investments, and insurance.

What you will do

• Collaborate with lead advisors to support clients with investment planning and insurance solutions.
• Handle sensitive client communications and provide professional financial guidance.
• Facilitate product-specific seminars and workshops for current and prospective members.
• Conduct research and due diligence to support suitable securities product recommendations.
• Manage product applications and ensure accurate entry of securities trade orders.
• Drive marketing initiatives including direct mail, community activities, and client meetings.

Requirements

• Must hold active Series 7 and 66 (or 7, 63, and 65) registrations.
• Must hold resident state Life, Health, and Annuities registration.
• 3-5 years of experience in Financial Services as a licensed Advisor.
• Must reside in the Pacific or Mountain Time zone if working remotely.
• Strong attention to detail and ability to maintain confidentiality of sensitive information.
• Proficiency in financial software such as Money Guide Pro, Wealthscape, Morningstar, and Salesforce.

Nice to have

• CFP certification.

Culture & Benefits

• Competitive annual compensation of $100,000 - $140,000.
• Simple IRA with employer match.
• Health benefit stipend.
• Values-driven culture focused on generosity and long-term client relationships.
• Clear path for long-term professional growth within the practice.