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обновлено 7 дней назад

Associate Financial Advisor

60 000 - 85 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Associate Financial Advisor (Financial Services): Supporting personalized fiduciary-driven financial planning, client relationships, account setup, trades, and product implementation with an accent on securities and insurance licensing, compliant documentation, and confidential client communications. Focus on preparing financial plans, executing investment and insurance solutions, and cultivating long-term client relationships.

Location: Moscow, Idaho, United States; full-time role with a hybrid option for qualified candidates.

Base salary: $60,000–$85,000 per year. Total compensation: $75,000–$120,000+ based on experience and performance.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity programs.

What you will do

  • Serve as a primary or shared point of contact for clients.
  • Support financial planning analysis and preparation of financial plans.
  • Set up accounts, execute trades, and implement financial products.
  • Assist with business development, client outreach, and relationship management.
  • Maintain compliant documentation and licensing records.
  • Handle sensitive and confidential client communications across verbal and written channels.

Requirements

  • Active Securities Series 7 and Series 66 licenses, plus resident-state Life, Health, and Annuities registration.
  • Successful background check, fingerprinting, and applicable securities registration or insurance licensing verification.
  • Two or more years of financial services experience preferred.
  • Ability to protect sensitive and confidential information.
  • Understanding of the sponsoring financial advisor, products, services, and hirify.global Financial.
  • Strong communication, analytical, organizational, teamwork, and client relationship skills.

Culture & Benefits

  • Client-centered practice focused on personalized, fiduciary-driven advice and long-term relationships.
  • Collaborative team structure with opportunities to work across advisor roles and external organizations.
  • 401(k) with employer contribution.
  • Healthcare stipend available.
  • Flexible vacation benefits and professional development support.

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