Wealth Solutions Consultant (Private Wealth)

Location: Fully remote, but candidates must reside in the supported territory of Texas or Florida and be legally authorized to work in the US. The role requires regular travel within the assigned territory for in-person meetings, advisor events, conferences, and client meetings.

Base salary: $130,000–$150,000 annually, plus an uncapped sales incentive plan.

Company

hirify.global provides technology, investment solutions, and consulting support to independent financial advisors serving their clients.

What you will do

• Drive adoption of the Private Wealth offering and other Wealth Solutions capabilities among independent financial advisors.
• Develop customized investment portfolios and comprehensive wealth strategies for high-net-worth and ultra-high-net-worth clients.
• Build new advisor relationships and maintain existing relationships through external sales activity, presentations, meetings, and industry events.
• Own the territory business plan, manage the opportunity pipeline, and advance prospects through the sales cycle.
• Collaborate with sales teams, Advanced Planning, Client Portfolio Managers, and Investment Strategy specialists to deliver integrated solutions.
• Provide feedback on advisor needs, competitive positioning, and product opportunities.

Requirements

• 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles in asset or wealth management.
• Required experience selling investment solutions to financial advisors.
• Strong knowledge of mutual funds, ETFs, separately managed accounts, and private market strategies.
• Experience communicating complex investment and wealth concepts clearly, managing relationships, and presenting to individual and group audiences.
• Bachelor’s degree required; FINRA Series 7 and 66 required or must be obtainable.
• Must reside in Texas or Florida, be legally authorized to work in the US, and not require visa sponsorship.

Nice to have

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

Culture & Benefits

• Remote work with travel throughout the assigned territory and a client-focused environment.
• 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, plus HSA contributions for HDHP participants.
• Career development, recognition, and fitness reimbursement programs.