Advisor - Boston (Wealth Management)

Location: Boston, MA, United States; on-site, in-office work required

Salary: $90,000–$140,000 base compensation annually, plus discretionary year-end profit sharing and restricted equity units.

Company

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

What you will do

• Manage the day-to-day responsibilities, priorities, and workload of client service teams.
• Serve as a primary contact for client communications and coordinate timely, thorough responses with the Lead Advisor.
• Review portfolios and develop recommendations covering investments, cash needs, asset allocation, tax, estate, risk, and general financial planning.
• Prepare and present client meeting deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Review and approve trades, portfolio rebalances, wires, journals, and other implementation requests.
• Train and mentor team members while maintaining accurate planning topics, scores, and review dates in the Wealth Management Scorecard.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• Required professional designation: CFP®, CPA, CFA, or JD.
• Candidates with CPA, CFA, or JD instead of CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• Baseline proficiency with Microsoft Office Suite, including Word and Excel.
• Strong analytical, organizational, communication, interpersonal, prioritization, and problem-solving skills.

Culture & Benefits

• On-site, full-time, exempt position in a work-from-office culture.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with 100% matching up to 3% of annual compensation.
• Equity ownership opportunities, profit sharing eligibility, and financial planning discounts.
• At least three weeks of PTO from the first day, winter break, summer Friday flex-days, paid holidays, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, along with career development plans and wellbeing programs.
• Paid parental leave, adoption benefits, team events, affinity groups, and a paid sabbatical after 10 years.

Hiring process

• Visa sponsorship is not available; candidates requiring employment visa sponsorship now or in the future cannot be hired.
• Artificial intelligence tools may support application and assessment review, but final hiring decisions are made by humans.