Manager, Virtual Advice (Hybrid)

Location: Hybrid role requiring onsite work at the Atlanta office at least 2–3 days per week

Salary: $94,389–$127,703 per year

Company

hirify.global provides financial advice, investment, insurance, and related services focused on helping clients manage money and live balanced, purposeful lives.

What you will do

• Lead and develop a local team of nationally licensed virtual advisors serving clients across all 50 states.
• Conduct regular coaching, case reviews, and occasional client calls to improve consultative sales and advice-based recommendations.
• Manage business planning, performance expectations, staffing, interviewing, onboarding, and training.
• Implement advice strategies, client service models, practice management standards, and continuous improvement initiatives.
• Facilitate career development and retention while collaborating with leadership, training, human resources, compliance, legal, and field teams.
• Address employee performance, process improvements, channel conflicts, client service, and regulatory requirements.

Requirements

• Bachelor’s degree in business, management, or a related field, or equivalent experience.
• Prior financial advisor experience and multiple years leading a team of eight or more.
• Eligibility for securities and insurance licensing in all states and Washington, D.C.
• Experience with financial planning, investment and insurance products, and consultative sales models.
• Ability to lead change, collaborate cross-functionally, and achieve sales and performance goals.
• Experience working in a virtual or hybrid environment and ability to work onsite in Atlanta 2–3 days per week.

Nice to have

• FINRA Series 7 and 63/65 or 66 licenses, plus Life and Health Insurance licenses.
• Advanced designation such as CFP®, ChFC, or CLU.
• Salesforce experience and familiarity with Money Guide Pro or similar planning tools.

Culture & Benefits

• Mission-driven, client-centric, and team-oriented working environment.
• Medical, dental, and vision insurance, health savings account, and flexible spending account.
• 401(k), pension, life insurance, disability insurance, and supplemental protection insurance.
• 20 days of paid time off, sick and safe time, paid company holidays, volunteer time off, and paid parental leave.
• Well-being benefits, employee assistance program, and potential bonus or incentive programs.