Wealth Advisor

Location: Council Bluffs, IA, US; onsite

Company

hirify.global presents an entrepreneurial wealth management firm focused on comprehensive financial planning and high-net-worth client service.

What you will do

• Manage ongoing relationships and communications with a select group of high-net-worth clients.
• Develop and implement goals-based financial plans, coordinating estate, insurance, tax, and philanthropic strategies.
• Work with investment and trading teams on portfolio construction, asset allocation, rebalancing, and trade recommendations.
• Support account actions, money movements, trading activities, and CRM task management in collaboration with Client Service Associates and Investment Analysts.
• Participate in networking, community involvement, and new business development opportunities.
• Maintain professional service standards, ethical conduct, and compliance with SEC regulations.

Requirements

• Bachelor's degree from an accredited college or university.
• 7–10 years of experience in financial advisory services, including client relationship management and business development.
• CFP or CFA certification required.
• Strong written and verbal communication, active listening, critical thinking, organizational, and networking skills.
• Self-motivated, resilient, flexible, entrepreneurial, and committed to client-first service.
• Ability to work onsite, use a computer for prolonged periods, and navigate the organization's facilities.

Culture & Benefits

• Comprehensive health, dental, and vision coverage.
• 401(k) retirement plan with match and profit sharing.
• Twelve paid holidays annually and an additional vacation day during the birthday week.
• Responsible Time Off policy with flexibility and no annual PTO limit, subject to team and business needs.
• Four consecutive weeks of paid sabbatical after seven years of service.
• Occasional travel to client meetings or events.