Associate Advisor (Wealth Management)

Location: Seattle, United States; hybrid workplace

Salary: $75,000–$90,000 per year, plus a discretionary bonus and employee benefits.

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Deliver day-to-day wealth management services under the supervision of senior client team members.
• Prepare customized client presentations covering portfolio performance, financial analysis, planning recommendations, and cash flow management.
• Develop portfolio allocations, Investment Policy Statements, and trading decisions in collaboration with teammates.
• Create, maintain, and analyze performance reports and execute investment decisions.
• Forecast client wealth, onboard new clients, and support business development.
• Communicate with clients, outside advisors, and internal client service teams.

Requirements

• Bachelor’s degree in economics, business, or a related field.
• One to three years of related experience, or an equivalent combination of education, experience, and training.
• Strong written and verbal communication, analytical, organizational, prioritization, multitasking, and attention-to-detail skills.
• Ability to work collaboratively while operating as a self-starter across a broad range of clients and advisors.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Ability to learn systems for performance reporting, data and transaction aggregation, data analytics, and client relationship management.

Nice to have

• Experience communicating with and presenting to clients.

Culture & Benefits

• Opportunities for professional development and education.
• Collaboration across offices and integrated client advisory teams.
• Generous employee benefits package.
• Eligibility for a discretionary bonus in addition to base salary.

Hiring process

• Applications are submitted through the company’s careers process.