Financial Advisor (Wealth Management)

Company

hirify.global is an employee-owned financial services enterprise with a private wealth advisory business serving more than 650 households and managing over $1 billion in assets.

What you will do

• Source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling.
• Build, manage, and expand a book of business serving affluent and high-net-worth individuals and families.
• Deliver goals-based financial planning covering retirement, investments, tax-aware strategies, estate planning coordination, risk management, and education funding.
• Analyze client finances and present clear, actionable recommendations that support long-term engagement.
• Design, implement, and monitor investment portfolios with the private wealth investment team using asset allocation and rebalancing processes.
• Serve as the primary client contact while coordinating with CPAs, attorneys, insurance brokers, and other professionals.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• FINRA Series 65 required; Series 66 is acceptable.
• Seven or more years of experience in a fee-only or fiduciary advisory role, including demonstrated business development success.
• Strong expertise in investments, retirement planning, tax strategies, estate planning fundamentals, and client relationship management.
• CFP certification is strongly preferred; CFA, CPA, or other advanced designations are advantageous.
• Financial planning software, CRM, portfolio management platforms, and Microsoft Office proficiency required; experience with Envestnet, MoneyGuidePro, and Salesforce is a plus.

Nice to have

• Life Insurance license.
• Experience working with high-net-worth individuals and families.
• CFP, CFA, CPA, or another advanced professional designation.

Culture & Benefits

• Employee ownership through shareholder and stock purchase opportunities.
• Team-based collaboration with local and national insurance, investment, planning, operations, technology, and compliance resources.
• Annual performance bonus and flexible work options.
• Medical, prescription, dental, vision, FSA, HSA, 401(k), insurance, disability, and long-term care benefits.
• Paid time off, holidays, sabbatical, well-being stipend, gift matching, and personal and professional development support.
• Limited travel required, less than 10%.