Private Wealth Advisor, Associate / Vice President (Wealth Management)

Location: Nashville, Tennessee, United States; onsite at the Nashville office

Company

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

What you will do

• Build a private wealth management business within hirify.global.
• Establish, nurture, and grow relationships with ultra-high-net-worth and high-net-worth clients, families, and select institutions.
• Deliver holistic wealth management advice, including customized investment strategies and related services.
• Partner with internal and external subject matter experts to develop bespoke client solutions.
• Provide exceptional client service while maintaining high ethical standards.
• Build intermediary networks and leverage hirify.global resources to provide investment opportunities and complementary services.

Requirements

• Four or more years of experience in private wealth management, financial services, or a related field.
• Series 7, Series 63, and Series 3 licenses; unlicensed candidates must obtain them within three months of starting.
• Established professional network and strong connectivity within that network.
• Exceptional client focus, business development, analytical, interpersonal, and relationship management skills.
• Entrepreneurial spirit, autonomy, collaboration, creativity, and a commitment to integrity and excellence.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, and professional and personal growth.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.