Wealth Solutions Consultant (Private Wealth)

Location: Fully remote, with candidates required to reside in Arizona, Nevada, Utah, Washington, or Oregon. The role includes regular travel within the assigned territory. Candidates must be legally authorized to work in the US.

Salary: $115,000–$135,000 base salary, plus a sales incentive plan and competitive benefits.

Company

hirify.global provides investment, technology, relationship, and business consulting solutions for independent financial advisors and serves more than 10,500 advisors.

What you will do

• Drive adoption of Private Wealth and other Wealth Solutions offerings among independent financial advisors.
• Help advisors develop customized investment portfolios and wealth strategies for high-net-worth and ultra-high-net-worth clients.
• Build new advisor relationships and expand existing relationships through consultative external sales.
• Manage a territory business plan, sales pipeline, and opportunity progression.
• Deliver presentations through in-person meetings, virtual sessions, conferences, and client events.
• Collaborate with sales teams, Advanced Planning, Client Portfolio Managers, and Investment Strategy specialists to deliver integrated solutions.

Requirements

• 5–7+ years of experience in external sales, wholesaling, or advisor-facing asset or wealth management roles.
• Required experience selling investment solutions to financial advisors.
• Strong knowledge of mutual funds, ETFs, SMAs, and private market strategies.
• Experience communicating complex investment and wealth concepts clearly, managing territories, and presenting to small and large groups.
• Bachelor’s degree and FINRA Series 7 and 66, or the ability to obtain them.
• US work authorization is required; visa sponsorship is not available.

Nice to have

• Experience with independent financial advisors in RIA or broker-dealer channels.
• Exposure to high-net-worth or ultra-high-net-worth clients.
• MBA, CFA, CFP, CAIA, or a similar professional designation.

Culture & Benefits

• Client-focused culture built around heart, integrity, respect, excellence, and client success.
• Paid time off, sick time off, and volunteer time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage, with HDHP or PPO options.
• HSA employer contribution for eligible HDHP participants, fitness reimbursement, and career development support.