Advisor - Seattle (Wealth Management)

Location: Seattle, WA; 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 advisor providing wealth management and financial planning 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 workloads for client service teams and serve as a primary contact for client communications.
• Review client portfolios, develop investment and financial planning recommendations, and identify strategic and tactical opportunities.
• Prepare and present client deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Analyze complex financial topics such as tax-loss harvesting, equity compensation, wealth transfer, and risk management.
• Review and approve trades, portfolio rebalances, wires, journals, and other time-sensitive implementation requests.
• Coordinate with Investment Management, Tax, Estate Planning, Analysts, and Associate Advisors to execute client strategies accurately and on time.

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, including Word and Excel.
• Strong analytical, organizational, communication, interpersonal, prioritization, and problem-solving skills.
• Must work full-time in the Seattle office; visa sponsorship is not available now or in the future.

Culture & Benefits

• Full 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, 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, transit subsidies, employee discounts, equity ownership opportunities, and potential partner-status progression.
• Team-building and social events, employee-led book clubs, committees, affinity groups, and an inclusive community-oriented culture.

Hiring process

• hirify.global may use AI tools to support application and assessment review, but final hiring decisions are made by people.