Advisor (Wealth Management)

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

Base compensation: $95,000–$150,000 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 comprehensive wealth management services.

What you will do

• Manage day-to-day priorities and workload for client service teams while serving as a primary point of contact for client communications.
• Review client portfolios and develop recommendations across investment management, tax planning, estate planning, risk management, and general planning.
• Prepare and present client deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Analyze advanced financial topics such as tax-loss harvesting, equity compensation, wealth transfer, and risk management.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities.
• Lead client meetings, coordinate post-meeting actions, maintain CRM records, and mentor team members on complex planning and service delivery.

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, and ability to learn additional systems.
• Strong organizational, analytical, communication, interpersonal, and problem-solving skills.
• 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 and equity ownership opportunities.
• 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, plus career development plans and wellbeing support.
• Paid parental leave, adoption benefits, team-building and social events, employee-led groups, and a paid sabbatical after 10 years.