Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Nashville

Location: Nashville, TN, United States; office-based role.

Company

hirify.global is a global investment banking, securities, and investment management firm serving clients, shareholders, and communities through offices worldwide.

What you will do

• Build a business within hirify.global by leveraging professional experience and established relationships.
• Establish, nurture, and grow client relationships as a trusted private wealth advisor.
• Deliver holistic wealth management advice and bespoke strategies for ultra-high-net-worth individuals, families, and select institutions.
• Partner with internal and external subject-matter experts across investment management, tax and estate planning, philanthropy, private banking, and lending.
• Curate intermediary networks and provide clients with access to investment opportunities and hirify.global capabilities.
• Maintain exceptional client service and the highest ethical standards.

Requirements

• Record of academic and professional achievement.
• Four or more years of experience in private wealth management, financial services, or a related professional field.
• Series 7, 63, and 3 licenses; licenses not held at hiring must be obtained within three months of starting.
• Strong connectivity within an established professional network.
• Exceptional client focus, business development, and relationship management skills.
• Excellent analytical and interpersonal skills with the ability to build and foster relationships.
• Creative problem-solving skills and the ability to develop innovative client solutions.
• Self-motivated, autonomous, collaborative, entrepreneurial, committed to excellence, and highly ethical.

Nice to have

• Prior sales, fundraising, business development, or investing experience.

Culture & Benefits

• Team-oriented environment with opportunities for professional and personal growth.
• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance offerings, and mindfulness programs.
• Reasonable accommodations are available for candidates with disabilities or special needs during recruiting.