Associate Financial Advisor (Fintech)

TL;DR

Associate Financial Advisor (Fintech): Providing comprehensive support to clients and financial advisors at Northwest Pinnacle Group with an accent on financial planning, account management, and regulatory compliance. Focus on building long-term client relationships, executing trades, and maintaining high standards of fiduciary-driven advice.

Location: Must be based in or able to work onsite in Moscow, Idaho (Hybrid option available for qualified candidates).

Salary: $60,000 - $85,000 (Total compensation: $75,000 - $120,000+)

Company

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

What you will do

• Serve as a primary or co-point of contact for clients to ensure high-quality service.
• Support financial planning analysis and prepare detailed financial plans.
• Execute account setups, trades, and product implementations.
• Assist with business development initiatives and client outreach efforts.
• Maintain compliant documentation and ensure all licensing requirements are met.
• Handle sensitive communications with customers while maintaining strict confidentiality.

Requirements

• Active Series 7 and Series 66 securities registrations required.
• Active resident state Life, Health and Annuities registration required.
• Must be able to work onsite in Moscow, Idaho.
• Minimum 2+ years of experience in financial services preferred.
• Strong communication and interpersonal skills for client relationship management.
• Ability to pass a background check and fingerprinting process.

Culture & Benefits

• 401(k) retirement plan with employer contribution.
• Healthcare stipend provided.
• Flexible vacation benefits to support work-life balance.
• Professional development and training support.
• Collaborative, client-centered team environment focused on community impact.