Associate Financial Advisor

Location: Colorado Springs, CO, United States; on-site

Base pay: $65,000–$80,000 annually, plus eligibility for bonus compensation.

Company

hirify.global & Co. – Wealth Management provides wealth management and financial advisory services.

What you will do

• Serve as a primary relationship contact for a subset of clients and support client experience.
• Engage clients and prospects, develop relationships, and support business development within the existing book of business.
• Conduct client interviews to assess objectives, risk tolerance, and financial circumstances, and proactively reprofile clients.
• Analyze portfolios and recommend suitable investment strategies using independent judgment and research.
• Support account opening, onboarding, asset aggregation, referrals, annual reviews, and ongoing client meetings.
• Monitor accounts and transactions, process paperwork and orders, resolve account issues, and escalate compliance concerns.

Requirements

• Bachelor’s degree in finance, accounting, economics, or equivalent experience.
• Required FINRA licenses: Series 7 and Series 63/65 or Series 66, as applicable.
• Strong knowledge of investment products, portfolio analysis, the securities industry, and regulatory requirements.
• Analytical, quantitative, technology, interpersonal, and communication skills, including proficiency with Microsoft Office.
• Ability to manage multiple priorities while maintaining confidentiality and compliance standards.

Nice to have

• Advanced credentials such as an MBA, CFP, or CFA.
• Ability to mentor others.

Culture & Benefits

• Full-time, on-site work in Colorado Springs.
• Eligibility for bonus compensation and applicable variable compensation programs.