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6 дней назад

Private Wealth Advisor, Vice President (Wealth Management)

75 000 - 160 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Private Wealth Advisor, Vice President (Wealth Management): Building and growing client relationships by delivering holistic private wealth management advice and bespoke investment strategies with an accent on ultra-high-net-worth clients, relationship development, and tailored financial solutions. Focus on developing new business, coordinating internal and external experts, curating intermediary networks, and providing access to investment, banking, lending, tax, and estate-planning capabilities.

Location: Washington, DC, United States

Salary: $75,000–$160,000 base salary annually, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management and financial services to individuals, families, institutions, and corporations.

What you will do

  • Build and grow a private wealth advisory business within hirify.global.
  • Establish, nurture, and expand client relationships as a trusted advisor.
  • Deliver holistic wealth management advice and customized strategies for high-net-worth and ultra-high-net-worth clients.
  • Partner with internal and external specialists to develop bespoke client solutions.
  • Build intermediary networks and leverage the firm's investment, banking, lending, tax, estate-planning, and philanthropic capabilities.
  • Provide high-quality client service while maintaining strong ethical standards.

Requirements

  • Four or more years of experience in private wealth management, financial services, or a related field.
  • Strong academic and professional record.
  • Series 7, 63, and 3 licenses; unlicensed hires must obtain them within three months of starting.
  • Established professional network and demonstrated relationship-building ability.
  • Strong client focus, business development, analytical, interpersonal, and problem-solving skills.
  • Self-motivated, entrepreneurial, collaborative, and committed to high ethical standards.

Nice to have

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

Culture & Benefits

  • Training and professional development opportunities.
  • Firmwide professional networks and diversity and inclusion initiatives.
  • Benefits and wellness offerings for eligible US employees working at least 20 hours per week.
  • Resources supporting personal finance, wellness, and mindfulness.

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