Senior Associate Wealth Advisor (Finance)

Location: Hybrid in Bellevue, Washington, United States

Salary: $80,168.40–$83,000 per year. Compensation may also include discretionary bonuses or commissions.

Company

hirify.global works with Mainspring Wealth Advisors, LLC to provide comprehensive financial planning and personalized wealth management services.

What you will do

• Partner with Financial Advisors to review portfolios, understand client goals, enter data, and conduct financial analysis.
• Evaluate retirement needs and research recommendations for retirement plans and risk management, including insurance.
• Design comprehensive financial plans tailored to clients’ short- and long-term financial goals.
• Prepare client presentations, customized observations, recommendations, and meeting materials.
• Monitor clients’ financial situations, respond to questions, and provide guidance on securities markets and estate planning.
• Research assigned cases, support account and transaction administration, and follow firm and regulatory compliance policies.

Requirements

• At least 2 years of financial services experience, with an emphasis on financial, retirement, and estate planning.
• Bachelor’s degree in Business Administration or Finance, or an equivalent combination of experience, education, and training.
• SIE, Series 7, Series 63, Series 65, and/or Series 66 licenses as required by the state.
• Certified Financial Planner or Chartered Financial Consultant certification.
• Strong work ethic, teamwork, financial planning tool experience, and commitment to client service.

Culture & Benefits

• Collaborative, respectful environment focused on client service, integrity, independence, and long-term thinking.
• 100% paid medical, dental, and vision coverage may be available through the hiring branch.
• 401(k) with match, paid time off, and an annual discretionary bonus may be available.
• No required travel is stated; the posting also indicates travel of less than 25%.
• Mainspring Wealth Advisors and its employees are independent contractors with respect to hirify.global; employment and benefits are offered by the branch.