Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Зарплата и рынок
Мало
$60к-85к/год
$64к$73кмедиана$96к
По похожим ролям (50) ~ $73к/год
75
Хорошая вакансия
развернуть
Роль четко определена с хорошей зарплатой выше рыночной, но требование специфических лицензий может ограничить круг кандидатов.
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Зарплата выше рынкаЧеткое определение ролиГибридный формат работыТребуются специфические лицензии
Оценка от Hirify AI
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
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Описание вакансии
Текст:
Hirify AI/Оригинал
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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