Advisor (Wealth Management)

Location: Seattle, WA; on-site, in-office work required.

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

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through wealth management services.

What you will do

• Manage the day-to-day priorities, workload, and client service delivery of client service teams.
• Act as a primary contact for client communications and coordinate timely, thorough responses with the Lead Advisor.
• Review portfolios, analyze client data, develop planning strategies, and prepare Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis deliverables.
• Review, approve, and strategize around trades, portfolio rebalances, wire requests, journals, and other client implementation activities.
• Attend and lead client meetings, present planning topics, define agendas and deliverables, and ensure post-meeting actions are completed and recorded in the CRM.
• Coordinate with Tax, Investments, Estate Planning, Analysts, and Associate Advisors while training and mentoring the team on complex planning and service delivery.

Requirements

• Four or more years of experience in financial planning, wealth management, or a related industry is preferred.
• Undergraduate degree required.
• One of the following professional designations is required: CFP®, CPA, CFA, or JD. Candidates without CFP® who hold CPA, CFA, or JD must obtain Series 65 or an equivalent within 120 days of employment.
• Baseline proficiency with Microsoft Office Suite, including Word, Excel, and Windows, is required; willingness to learn other position-related systems on the job.
• Ability to manage multiple client relationships with competing priorities and coordinate team resources effectively.
• Excellent work habits, organizational skills, prioritization, workflow management, written and verbal communication, interpersonal skills, and teamwork mentality.
• Ability to project a capable and trustworthy image, proactively manage workload and communications, and take ownership of tasks.
• Commitment to excellence, flexibility, adaptability, personal integrity, maturity, attention to detail, analytical thinking, and problem-solving.
• This is a full-time, exempt, in-office position.

Culture & Benefits

• Fully paid medical, dental, and vision coverage; 401(k) with a 100% match up to 3% of annual compensation.
• Equity ownership opportunities, a new business incentive program, referral bonus, cell phone data reimbursement, and discounted financial planning services for employees and immediate family.
• At least three weeks of PTO from day one, winter break, summer Friday flex-days, paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues; personal career development plans, coaching, training, and a professional and personal wellbeing stipend.
• Team-building and social events, book clubs, committees, affinity groups, paid parental leave, adoption benefits, and milestone celebrations including a paid sabbatical after 10 years.
• Visa sponsorship is not available; candidates requiring or potentially requiring employment visa sponsorship cannot be hired.