Wealth Advisor

Location: Winter Park, Florida, United States

Company

hirify.global provides banking and private wealth management services for affluent and high net worth clients.

What you will do

• Develop comprehensive, integrated, multigenerational wealth strategies for private wealth management clients.
• Prospect for, acquire, sell, and deliver financial planning services to new and existing clients.
• Identify financial planning, estate planning, tax planning, and wealth product implementation opportunities.
• Collect client data, prepare and present financial, estate, and tax plans, and provide appropriate financial advice and products.
• Build relationships with relationship teams and bank partners to coordinate referrals and client service.
• Maintain sales pipelines, business reports, client relationships, and community and industry networking activities.

Requirements

• Bachelor’s degree preferred, ideally with a concentration in Business; equivalent education and experience may be considered.
• At least 8 years of experience in financial services or financial planning.
• Demonstrated understanding of estate, investment, and financial planning for affluent and high net worth clients.
• Strong sales, interpersonal, self-management, and autonomous working skills.
• Ability to travel when required, work under stress, and meet deadlines.
• CFP, JD, or CPA credentials and Series 7, Series 66, and Life/Health licenses are strongly preferred; Series 63 and 65 may substitute for Series 66.

Culture & Benefits

• Full-time employment.
• Collaboration with relationship teams and partners across the bank.
• Opportunities to represent the bank in civic, community, and industry functions.
• Equal employment opportunity and affirmative action workplace.