Associate Advisor (Wealth Management)

Location: Silicon Valley, California, United States; on-site, in-office work required

Salary: $85,000–$105,000 per year

Company

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

What you will do

• Manage the daily priorities and workload of client service teams while providing analytical, operational, and administrative support.
• Execute and coordinate time-sensitive client requests, including trades, wire requests, journals, and custodial service matters.
• Maintain accurate client data and records in Salesforce and portfolio management systems.
• Prepare client meeting agendas, deliverables, wealth management advice materials, and related action items.
• Review portfolios and support investment recommendations involving asset allocation, tax-loss harvesting, stock options, restricted stock, and wealth transfer strategies.
• Coordinate tax-related activities for personal and trust accounts with Tax, Investments, and Estate Planning teams.

Requirements

• 2–4 years of experience in financial planning, wealth management, or a related industry.
• Undergraduate degree required.
• Series 65 or equivalent required within the first 120 days of employment.
• Interest in or current pursuit of the Certified Financial Planner certification.
• Proficiency with Microsoft Office, including Word and Excel, plus strong organization, communication, analytical, and problem-solving skills.
• Must work full-time in the Silicon Valley office; visa sponsorship is not available now or in the future.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with 100% matching up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of paid time off from the first day, paid holidays, winter break, and summer Friday flex-days.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Paid parental leave, adoption benefits, professional and personal wellbeing support, and employee community programs.