Advisor - Tampa

Location: Tampa Bay, Florida, United States; on-site and in-office

Salary: $85,000–$135,000 per year, plus discretionary year-end profit sharing and equity opportunities.

Company

hirify.global is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose through wealth management services.

What you will do

• Manage the day-to-day priorities and workload of client service teams.
• Act as a primary contact for client communications and coordinate responses with the Lead Advisor.
• Review portfolios, recommend investment and planning strategies, and prepare client deliverables such as Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities.
• Lead client meetings, present planning topics, and ensure post-meeting actions are completed and recorded in the CRM.
• Coordinate with Investment Management, Tax, Estate Planning, and Risk Management teams while mentoring team members on complex planning topics.

Requirements

• On-site, full-time work in Tampa Bay, Florida is required.
• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Proficiency with Microsoft Office, including Word and Excel, and the ability to learn related systems.
• Strong analytical, organizational, communication, interpersonal, prioritization, and problem-solving skills.

Culture & Benefits

• Full medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• At least three weeks of PTO from the first day, winter break, summer Friday flex-days, and 10 paid holidays.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Equity ownership opportunities, career development plans, coaching, and wellbeing programs.
• Paid parental leave, adoption benefits, volunteer time off, and a paid sabbatical after 10 years.
• Inclusive, collaborative workplace with team-building events, social events, committees, and affinity groups.