Associate Wealth Advisor (Wealth Management)

Location: Columbus, Ohio, United States; onsite four days per week

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Support Wealth Advisors in delivering services to clients and lead less complex client relationships as appropriate.
• Prepare recommendations for financial plans, investments, and portfolio allocations.
• Prepare for client meetings, document discussions, and drive client follow-up.
• Execute client-related work with increasing independence and progress toward managing client relationships.
• Mentor colleagues and provide oversight of work.
• Understand client contracts, fee schedules, onboarding processes, and support client team revenue.

Requirements

• Bachelor’s degree and 3–6 years of relevant experience.
• CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.
• Strong understanding of investments, investment analysis, and building client portfolios.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, and planning software.
• Unrestricted authorization to work in the United States is required; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.

Culture & Benefits

• Collaborative, client-first partnership model focused on transparent wealth management.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, and commuter benefits.
• Paid maternity and parental leave.
• Training reimbursement and paid professional designations.
• Volunteer days and a safe, healthy, and respectful work environment.