Advisor - Morristown

Location: Morristown, New Jersey, United States; on-site, in-office role

Salary: $85,000–$135,000 per year, plus eligible variable compensation.

Company

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

What you will do

• Manage day-to-day responsibilities, priorities, and workload for client service teams.
• Act as a primary contact for client communications and coordinate timely, thorough responses with the Lead Advisor.
• Review client portfolios and develop investment and financial planning recommendations.
• Prepare and present client deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities.
• Coordinate with Tax, Investments, Estate Planning, Analysts, and Associate Advisors to execute client strategies and follow-up actions.

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, required.
• Strong analytical, organizational, communication, interpersonal, and problem-solving skills.
• Full-time, exempt position requiring work from the office.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, and 10 paid holidays.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Paid parental leave, adoption benefits, volunteer time off, professional development support, and team-building activities.