Associate Portfolio Advisor (Wealth Management)

Location: Washington D.C., United States

Salary: $114,540–$194,580 USD annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage investment activities for personal trusts and individual portfolios.
• Assist with developing investment recommendations aligned with individual client objectives.
• Work with Investment Advisors and client service teams to understand strategies, revise goals, and identify opportunities.
• Coordinate portfolio activity and client requirements with clients, co-trustees, consultants, legal teams, and outside attorneys.
• Use CRA, Wealthbench, GPS, and WM Alternatives to support investment advisory activities.
• Follow investment guidelines, peer review feedback, best practices, and risk management procedures.

Requirements

• 2–4 years of investment experience in the investment services industry.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies, instruments, and marketplaces.
• Strong analytical and interpretive skills for connecting client needs with investment strategies.
• In-depth practical knowledge of the relevant discipline and basic knowledge of related disciplines.
• Experience acting as a resource for less experienced colleagues and potentially leading small projects.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Comprehensive benefits package including 401(k), pension, medical, dental, vision, spending accounts, and disability benefits.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
• Inclusive workplace with community and philanthropy initiatives.