Registered Client Associate & Paraplanner (Wealth Management)

Location: Manassas, Virginia, United States; resident workstyle with full-time hours.

Salary: $55,000.00–$110,000.01 per year

Company

hirify.global provides independent financial advice and wealth management services focused on clients and their families.

What you will do

• Support Financial Advisors, prospective clients, existing clients, and branch staff with high-touch administrative and client service.
• Handle account openings, transfers, rollovers, beneficiary changes, maintenance requests, and client inquiries.
• Execute equity, ETF, mutual fund, and fixed-income trades as directed and assist with portfolio rebalancing.
• Gather and organize client financial data and prepare or update plans using financial planning software.
• Run retirement, cash-flow, and scenario analyses and prepare client-ready reports and presentations.
• Maintain accurate CRM records, organized client files, audit-ready documentation, and compliance materials.

Requirements

• 3+ years of experience in wealth management or advisory support.
• Bachelor’s degree preferred, with finance education preferred.
• Experience with financial planning software, portfolio management or rebalancing tools, and executing trades in client accounts.
• Strong attention to detail, organization, time management, analytical ability, and professional written and verbal communication.
• Proficiency in Microsoft Office and CRM systems.
• SIE and Series 7 plus Series 63/65 or 66 preferred, or willingness to obtain the required licenses within the stated period; insurance license preferred.

Culture & Benefits

• Client-first, integrity-driven, independent, and long-term approach.
• Medical benefits, 401(k) with match, profit sharing, paid time off, and market holidays.
• Less than 25% travel.
• Associates are expected to develop, collaborate, make pragmatic client-focused decisions, deliver accountable results, and improve continuously.
• The role is offered through an independent hirify.global branch; employment and benefits are provided by the branch rather than hirify.global.