Private Wealth Management Wealth Advisor

Location: Coral Gables, Florida, United States; onsite at the Ponce De Leon location.

Salary range target: $135,147.71–$192,370.50 USD annually, plus incentive pay eligibility.

Company

hirify.global provides banking and financial services, including wealth management and advisory solutions.

What you will do

• Develop and maintain affluent and high-net-worth client relationships using consultative financial advisory approaches.
• Collaborate with internal partners across financial planning, asset management, trust and estate planning, insurance, credit, and banking services.
• Acquire complex client relationships and expand services to support revenue growth, profitability, and asset retention.
• Assess client financial situations, identify needs, and provide tailored wealth management solutions.
• Manage client calls, book-of-business administration, KYC requirements, risk controls, compliance, and reporting.
• Act as a resource for associates with less experience.

Requirements

• Bachelor’s degree in business, finance, economics, accounting, or a related field.
• Eight years of experience in financial services, including commercial banking, consumer banking, trust investment, or wealth management.
• Ability to independently manage the largest client relationships.
• Advanced relationship management, business development, presentation, sales, negotiation, problem-solving, and interpersonal skills.
• Excellent verbal and written communication, initiative, follow-through, and demonstrated sales experience.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Culture & Benefits

• Performance-based incentive plan and potential participation in the Long Term Incentive Plan.
• Paid vacation and sick time.
• 401(k) with company match.
• Medical, dental, vision, disability, life insurance, health savings, and flexible spending accounts.
• Parental leave, employee assistance, and associate volunteer programs.