OpenPlan Lead Advisor (Financial Planning)

Location: United States; listed locations include Seattle, San Francisco, Silicon Valley, Newport Beach, Denver, Scottsdale, Dallas, Houston, Tampa Bay, Minneapolis, Chicago, Boston, Austin, and Washington, D.C. The position is listed as on-site, but remote work is also available while reporting to teams based in Scottsdale and Seattle.

Salary: $100,000–$140,000+ base salary with variable compensation based on revenue growth.

Company

hirify.global is a purpose-driven registered investment advisor providing holistic wealth management and personalized financial planning services.

What you will do

• Design, implement, and manage financial plans supporting clients’ life goals.
• Advise clients on investment objectives, portfolio performance, market developments, and financial decisions.
• Develop foundational financial plans and provide retirement plan advisory for employees of partner organizations.
• Maintain accurate client records and planning data in Salesforce and eMoney.
• Generate referrals, support prospective clients through the sales process, and refer clients with greater wealth complexity to the Personal CFO team.
• Provide constructive feedback to teammates and support client and team projects.

Requirements

• 4+ years of direct client advising experience.
• Undergraduate degree and required CERTIFIED FINANCIAL PLANNER™ designation.
• Technical expertise in estate, tax, retirement, insurance, investment, and cash-flow or capital-needs planning.
• Experience with executive compensation, including RSUs, ISOs, NSOs, ESOPs, and ESPP plans.
• Familiarity with eMoney, Salesforce CRM, Microsoft Office, or comparable tools.
• Must be authorized to work in the United States; visa sponsorship is not available. New hires must provide proof of COVID-19 vaccination by the date of hire, subject to approved religious or medical exemptions.

Nice to have

• Experience supporting clients with complex wealth-management needs.
• Ability to connect global financial markets and current events to client investment strategies.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from the first day, paid holidays, winter break, and summer Friday flexibility.
• Paid parental leave, adoption benefits, volunteer time off, and a long-term sabbatical program.
• Reimbursement for required training, certifications, licensing, and professional development.
• Profit sharing, restricted equity units, employee referral incentives, wellbeing support, and team-building activities.