Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Location: Owings Mills, Maryland, United States. Hybrid schedule with up to one day per week from home; in-office attendance is required five days per week during the first two weeks, followed by Monday–Friday training from 8:00 a.m. to 5:00 p.m. local time.

Base salary: $82,000–$117,000 annually, plus potential discretionary bonus and overtime eligibility.

Company

hirify.global is a global asset management organization providing investment solutions and advisory services to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Implement and support standard advisory solutions for assigned individual investor clients.
• Prepare financial plans covering preretirement, retirement, insurance, tax, and estate planning.
• Position discretionary management and guide qualified clients from self-directed relationships to managed accounts.
• Build and deepen client relationships through personalized recommendations and consultative support.
• Act as a client-facing expert in financial planning, portfolio construction, tax-efficient investing, and advisory solutions.
• Assess client risk appetite, ensure compliant implementation, identify improvement opportunities, and escalate issues when needed.

Requirements

• Bachelor’s degree or equivalent education and relevant experience.
• At least 2 years of relevant work experience.
• Demonstrated success building relationships, identifying client needs, and recommending solutions.
• Strong organizational, written, verbal, listening, and presentation skills.
• FINRA Series 7 and 66, or Series 63 and 65 licenses are required; licensing support is provided.
• Ability to attend in-office orientation and training in Owings Mills, Maryland.

Nice to have

• CFP® designation; assistance is provided to obtain the designation.
• Five or more years of experience in financial services offering investment management.
• In-depth understanding of retail investment vehicles.
• Ability to quickly learn and implement new financial tools and advisory technologies.

Culture & Benefits

• Collaborative and inclusive work environment focused on client and community impact.
• Hybrid work schedule with one remote day per week.
• Annual bonus eligibility and retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.