Associate Wealth Advisor (Finance)

Location: Seattle, WA

Salary: $81,168.40–$81,168.40 per year, plus eligibility for sales incentive compensation.

Company

hirify.global provides financial advisory and wealth management services through advisor teams and affiliated institutions.

What you will do

• Support senior advisors with daily, monthly, and annual investment research, reporting, and client relationship management.
• Manage a portion of the advisor team's client relationships and an assigned book of business.
• Assist with total wealth management solutions, including investment research, investment selection, financial planning, risk management, insurance, and tax and estate planning.
• Develop customized asset allocation strategies and investment solutions for clients.
• Analyze portfolio performance, participate in reviews, and recommend potential changes to financial advisors.
• Support business development through prospecting, sales meetings, marketing, analytics, and relationship-building activities.

Requirements

• At least 3 years of experience in client service; finance-sector experience is preferred.
• Series 7 and Series 66 licenses, or Series 63 and Series 65.
• Life and Health Insurance License, or ability to obtain the required licenses within approximately 120 days based on the number needed.
• Proactive, organized, detail-oriented, and able to solve problems and manage competing priorities.
• Outstanding interpersonal skills with the ability to build relationships with clients, coworkers, and internal or external partners.
• Ability to analyze and research information using a logical approach to problem solving.
• Proficiency with CRM applications, Microsoft Word, Excel, and PowerPoint.

Nice to have

• Bachelor's degree or equivalent in Finance or Business Administration.

Culture & Benefits

• Full-time position based in Seattle, Washington.
• Development is provided through coaching sessions and training events focused on sales skills and industry knowledge.
• Compensation includes a stated annual pay range and eligibility for sales incentive compensation.