Private Wealth Advisor (Asset & Wealth Management)

Location: Washington, DC, United States

Salary: $75,000–$160,000 base salary, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with offices worldwide.

What you will do

• Build a business within hirify.global by leveraging your background and experience.
• Establish, nurture, and grow client relationships as a trusted private wealth management advisor.
• Develop bespoke wealth management advice with internal and external subject matter experts.
• Deliver exceptional client service while maintaining high ethical standards.
• Build a network of intermediaries and provide clients with access to investment opportunities through the hirify.global platform.

Requirements

• Record of academic and professional achievement.
• At least four years of experience in private wealth management, financial services, or a related professional field.
• Series 7, 63, and 3 licenses; unlicensed hires must obtain them within three months of starting.
• Strong connectivity within an established network.
• Exceptional client focus, business development, and relationship management skills.
• Excellent analytical and interpersonal skills with the ability to build and foster relationships.
• Creative problem-solving skills and the ability to develop innovative client solutions.
• Self-motivated and able to work autonomously in a collaborative, team-oriented environment.
• Commitment to excellence and a high level of integrity.

Nice to have

• Prior sales, fundraising, business development, or investing experience.

Culture & Benefits

• Training and development opportunities, firmwide networks, benefits, wellness, personal finance offerings, and mindfulness programs.
• Benefits are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodations are available for candidates with special needs or disabilities during the recruiting process.
• Equal employment opportunity and commitment to diversity and inclusion.