Associate Wealth Advisor - Salal Credit Union (Wealth Management)

Location: Seattle, WA, United States

Salary: $81,168.40 annually, plus eligibility for sales incentive compensation.

Company

hirify.global provides financial advisory and wealth management services, including investment solutions and advisor support.

What you will do

• Support senior advisors with daily, monthly, and annual investment research and reporting.
• Manage a portion of the advisor team's client relationships and an assigned book of business.
• Develop customized asset allocation strategies and investment solutions, including risk management, insurance, tax, and estate planning considerations.
• Analyze portfolio performance, participate in performance reviews, and recommend potential changes to financial advisors.
• Support business development through prospecting, sales meetings, marketing activities, and relationship expansion.
• Participate in coaching sessions and training events to improve sales skills and industry knowledge.

Requirements

• At least 3 years of client service experience; finance-sector experience is preferred.
• Bachelor's degree or equivalent in Finance or Business Administration is preferred.
• Series 7 and Series 66 licenses, or Series 63 and Series 65.
• Life and Health Insurance License, or ability to obtain required licenses within approximately 120 days.
• Strong organization, attention to detail, problem-solving, time management, and interpersonal skills.
• Proficiency with CRM applications, Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Full-time employment supporting a senior advisor or advisor team.
• Ongoing coaching and training focused on sales skills and industry knowledge.
• Compensation includes eligibility for sales incentive compensation.