Associate Advisor - DC (Wealth Management)

Location: Washington, D.C.; on-site, in-office role

Salary: $81,000–$100,000 per year

Company

hirify.global is a purpose-driven registered investment advisor providing wealth management services, with more than $30 billion in assets under advisement and over 300 employees.

What you will do

• Prepare deliverables supporting the delivery of wealth management advice.
• Review client portfolios and support recommendations related to strategic and tactical asset allocation.
• Perform spreadsheet analysis for tax-loss harvesting, equity compensation, wealth transfer strategies, and other financial planning topics.
• Prepare client meeting agendas and materials, analyze client data, and track action items in the CRM.
• Coordinate tax matters for personal and trust accounts and collaborate with Tax, Investments, and Estate Planning teams.
• Execute trades, wire requests, journals, and other operational requests while coordinating with custodians and clients.

Requirements

• Must work in the office in Washington, D.C.
• Bachelor’s degree required, preferably in Financial Planning, Finance, Accounting, Business, or Economics.
• Series 65 or equivalent, or the ability to obtain it within 120 days of hire.
• Interest in pursuing the Certified Financial Planner credential.
• Baseline proficiency with Microsoft Office, including Word and Excel.
• Strong analytical, organizational, communication, collaboration, and problem-solving skills.

Culture & Benefits

• Extensive training, mentorship, career development plans, and regular performance check-ins.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Minimum three weeks of paid time off from the first day, winter break, summer Friday flex-days, and paid holidays.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Paid parental leave, adoption benefits, volunteer time off, and employee wellbeing support.
• Employee ownership opportunities, team-building events, social events, book clubs, committees, and affinity groups.

Hiring process

• Values in Action self-assessment followed by a 30-minute recruiter or hiring manager interview.
• Role-alignment meeting, full-loop interviews, and a possible writing sample, role-play, or technical assessment.
• One or two personal reference calls with selected former managers.