Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Location: Owings Mills, Maryland; hybrid work with up to one day per week from home.

Base salary: $98,500–$146,000 annually, depending on location, experience, and skills. Eligible employees may also receive a discretionary bonus.

Company

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

What you will do

• Develop and implement personalized advisory solutions for assigned clients while coordinating internal resources.
• Prepare and support financial plans for pre-retirees and retirees, including asset allocation, spending and savings plans, and Social Security strategies.
• Advise and educate clients and prospects on market events, planning topics, investment advice, and financial education.
• Build and deepen client relationships through consultative guidance, personalized support, and ongoing recommendations.
• Assess client risk appetite, align it with advice solutions, and ensure implemented recommendations are compliant.
• Improve advisory policies, programs, and capabilities while collaborating with peers and management; provide guidance to less experienced advisors when needed.

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience.
• At least 5 years of relevant work experience.
• Successful experience building relationships, uncovering client needs, and recommending solutions.
• Strong organizational, written, and verbal communication skills.
• FINRA Series 7 and 66, or Series 63 and 65, licenses required upon hire; licensing support is available.
• CFP designation required.

Nice to have

• 8+ years of financial services experience offering investment management.
• Experience managing a retail client book of business or working with high-net-worth clients.
• Exceptional listening and presentation skills.
• In-depth understanding of retail investment vehicles and willingness to learn new financial tools and technologies.

Culture & Benefits

• Collaborative and inclusive work environment focused on client outcomes.
• Hybrid work schedule.
• Annual bonus eligibility and competitive compensation.
• Retirement plan and 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.