Advisor - Washington DC (Wealth Management)

Location: Washington, D.C.; on-site, in-office work required

Salary: $95,000–$150,000 annual base compensation, plus discretionary year-end profit sharing and equity opportunities.

Company

hirify.global is a purpose-driven registered investment advisory firm helping clients align wealth, passion, and purpose through comprehensive wealth management.

What you will do

• Manage the day-to-day 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 client portfolios and develop recommendations across investment management, tax planning, estate planning, risk management, and general planning.
• 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 tactical implementation activities.
• Train and mentor team members, maintain Wealth Management Scorecard data, and ensure client action items are accurately recorded and completed.

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.
• Strong organizational, analytical, communication, interpersonal, and problem-solving skills.
• Full-time, exempt, in-office position; regular office attendance is required.

Culture & Benefits

• Paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Equity ownership opportunities, restricted equity units at hire, and potential conversion to Partner status.
• At least three weeks of PTO from day one, winter break, summer Friday flex-days, paid holidays, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and wellbeing programs.
• Paid parental leave, adoption benefits, team-building events, social events, book clubs, committees, and affinity groups.