Premier Wealth Advisor - Personal Strategy

Location: Remote nationwide within the United States; in-person client meetings may be required as needed. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $96,100–$135,700 per year, with potential bonuses or sales incentives depending on the position and individual performance.

Company

hirify.global provides financial advice, wealth management, and technology-enabled services designed to help clients achieve financial freedom.

What you will do

• Deliver a personalized, high-touch experience for private clients with $5M or more in assets under management.
• Lead onboarding, financial planning milestones, reviews, and campaign-driven client outreach.
• Manage ongoing communications, anticipate client needs, and coordinate with the Practice Lead and Client Experience Specialist.
• Identify planning opportunities, gather client information, and provide tailored financial guidance.
• Support investment strategy implementation, account customization, portfolio management coordination, and monitoring of market and regulatory developments.
• Participate in audit reviews and collaborate with internal stakeholders to maintain compliance and operational excellence.

Requirements

• Bachelor’s degree in business or a related discipline, or equivalent experience.
• 7+ years of related experience in financial services and client experience.
• FINRA Series 65 and fingerprinting are required.
• Knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Strong communication, consultation, presentation, organization, analytical, and relationship-management skills.
• Proficiency in or ability to quickly learn Microsoft Office, Salesforce, NetX360, and proprietary recordkeeping systems.

Nice to have

• CFP certification is strongly preferred.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a suitable home workspace required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Tuition reimbursement of up to $5,250 per year and access to inclusive Business Resource Groups.