Advisor - Atlanta (Wealth Management)

Location: Atlanta, Georgia, United States; on-site, in-office work required

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

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 teammates nationwide.

What you will do

• Manage day-to-day priorities and workload for client service teams and act as a first point of contact for client communications.
• Review client portfolios and develop investment, cash-flow, risk management, tax, estate planning, and broader financial planning recommendations.
• Prepare and present client meeting deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other time-sensitive implementation activities.
• Coordinate with Tax, Investments, Estate Planning, Analysts, and Associate Advisors to execute client strategies accurately and on time.
• Train and mentor teammates on complex planning topics and contribute to team and firm projects.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Baseline proficiency with Microsoft Office, including Word and Excel, and ability to learn related systems.
• Strong analytical, organizational, communication, interpersonal, and problem-solving skills.
• Full-time, exempt, in-office position in Atlanta; the role follows a work-from-office culture.

Culture & Benefits

• Fully paid 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.
• Paid parental leave, adoption benefits, subsidized transit, and financial planning discounts for employees and immediate family.
• Career development plans, coaching, wellbeing stipends, team-building events, employee-led groups, and community initiatives.