Registered Client Associate (Wealth Management)

Location: Seattle, WA, United States; Workplace: On-site

Salary: $30.00–$36.00 per hour ($62,400–$74,880 equivalent annual salary), plus incentive compensation opportunities with potential total annualized compensation of $82,000–$109,000.

Company

hirify.global is an employee-owned financial services company with 90 years of business history and a focus on business ethics, integrity, and client service.

What you will do

• Provide professional client service and explain requirements within a regulated financial environment.
• Review, maintain, and process client account documents and information, including identifying and reporting suspicious activity.
• Assist financial advisors with comprehensive financial plans, client communications, mailings, and events.
• Process client fund and securities transfers and issue checks upon request.
• Enter stock, bond, options, margin, mutual fund, and sell-stop orders.
• Provide administrative support through phone, correspondence, scheduling, filing, and assigned projects.

Requirements

• Successful completion of the SIE, Series 7, and Series 66 examinations, or Series 63/65, is required; licensing must be obtained if not already held.
• Knowledge of securities operations and products, including stocks, bonds, margin accounts, options, mutual funds, annuities, and insurance products.
• Strong written and verbal communication, problem-solving, client service, attention to detail, accuracy, and semi-advanced math skills.
• Ability to manage multiple competing priorities in a deadline-oriented environment and work overtime when needed.
• Solid Microsoft Word, Excel, and Outlook skills.
• Regular, predictable attendance is required for the on-site Seattle role.

Nice to have

• Previous experience as a Registered Client Associate.
• Post-secondary education.
• Experience with Thomson ONE, Envestnet, CRM systems, or Money Guide Pro.

Culture & Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Paid sick, vacation, maternity, parental, and holiday leave.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Discounted personal insurance and a charitable gift-matching program.
• Employee participation in the Davidson Day of Giving community initiative.