Associate Advisor (Finance)

Location: Arlington, Virginia, United States. Hybrid workstyle with one week in the office per month.

Salary: $90,000–$120,000 based on experience and geographic location, plus a discretionary bonus.

Company

hirify.global is a financial services firm providing investment, financial planning, and wealth management services.

What you will do

• Manage and deepen relationships with assigned clients and serve as the main point of contact for their needs.
• Schedule, attend, and facilitate portfolio, performance, and financial-goal review meetings with the financial advisor.
• Manage client referrals and support smooth onboarding into the firm.
• Conduct quarterly and annual client reviews and provide updates on markets, portfolio performance, and relevant financial-plan changes.
• Handle personalized client communications, documentation, meeting notes, and email management.
• Ensure compliance standards are met and take on administrative work that enables the advisor to focus on higher-level strategy.

Requirements

• At least 2 years of industry experience.
• SIE, Series 7, and Series 63, 65, and/or 66 as required by the state.
• Knowledge of investment concepts, financial markets, securities-industry regulations, trading terminology, managed-account platforms, and financial planning software.
• Experience with CRM software, Microsoft Office Suite, and spreadsheet-based correspondence, reports, databases, and electronic communications.
• Ability to analyze account information, solve problems, communicate effectively, and provide calm, professional client service.
• Ability to work independently and collaboratively in a fast-paced environment.

Nice to have

• Life and health insurance license.
• Experience using AI tools and agents.

Culture & Benefits

• Client-first culture based on integrity, independence, and a conservative long-term perspective.
• Medical coverage, including a 100% paid base plan where applicable.
• Retirement plan with company match, life insurance, and paid time off.
• Hybrid schedule with no required travel.
• Benefits and employment terms may vary because the hiring entity is an independent hirify.global branch and associates are independent contractors with respect to hirify.global.