Premier Client Financial Advisor (Wealth Management)

Location: Brecksville, Ohio, United States; in-office role

Base salary: $75,000 annually, plus incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global provides wealth management, financial planning, banking, and investment services.

What you will do

• Manage an assigned book of business and own the client experience across sales and service.
• Consult on investment and insurance strategies and develop personalized financial plans for savings, investing, and retirement goals.
• Acquire, expand, and retain client relationships through networking, prospecting, referrals, and exceptional service.
• Monitor financial plans, recommend changes, and select products aligned with client needs and objectives.
• Coach and educate branch staff and internal partners to identify investment opportunities and improve referral activity.
• Review business results and pipeline management while following applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Life and Health Insurance license is required.
• Experience with customer relationship management, prospecting, sales, communication, coaching, and managing multiple priorities.
• Must work in-office in Brecksville, Ohio.
• Visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

• Supportive, inclusive workplace focused on customer experience, risk management, and teamwork.
• Robust training, administrative support, financial planning expertise, and modern technology.
• Full-time benefits may include medical, prescription, dental, vision, life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements may be available.
• Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.