Private Wealth Advisor, Associate/ Vice President - Seattle

Location: Seattle, Washington, United States; office-based position

Base salary: $75,000–$160,000 per year, 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 professional experience and networks.
• Establish, nurture, and grow client relationships as a trusted private wealth advisor.
• Deliver holistic wealth management advice and bespoke strategies for ultra-high-net-worth individuals, families, and select institutions.
• Partner with internal and external subject-matter experts on investment, tax, estate, philanthropic, private banking, and lending solutions.
• Develop a network of intermediaries and provide clients with access to investment opportunities and hirify.global services.
• Maintain exceptional client service and the highest ethical standards.

Requirements

• Record of academic and professional achievement.
• At least four years of private wealth management, financial services, or related professional experience.
• 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, including 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 while collaborating with a team.
• Entrepreneurial spirit, 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, wellness programs, and personal finance offerings.
• Competitive benefits generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.
• Potential discretionary bonus eligibility for active employees at fiscal year-end.