Advisor Consultant, Broker Dealer, Southwest

Location: Remote / Home Office - Arizona; territory includes Arizona, Utah, Nevada, and New Mexico

Salary: $85,000-$100,000 per year, plus potential discretionary bonus and production compensation

Company

hirify.global is an investment management firm offering mutual funds, separately managed accounts, ETFs, and alternative investment strategies.

What you will do

• Develop and manage relationships with financial advisors at wirehouses, broker-dealers, regional firms, and independent advisory platforms.
• Grow assets and revenue across mutual funds, SMAs, ETFs, and alternative investment products within the Southwest territory.
• Create and execute a territory business plan, conduct prospecting, qualify opportunities, and service existing and prospective clients.
• Coordinate prospect meetings, presentations, RFP activities, and sales support with client advisory specialists and analysts.
• Collaborate with distribution, alternative investment, ETF, legal, compliance, and investment teams.
• Maintain sales activity and client information in the CRM system.

Requirements

• At least 10 years of experience in the investment management industry, with 5 or more years of intermediary distribution experience preferred.
• Experience working with wirehouse, regional, and independent financial advisors.
• Demonstrated record of meeting or exceeding business objectives and managing a territory.
• Strong executive presence, presentation, active listening, communication, and client preparation skills.
• Undergraduate degree required; graduate degree is a plus.
• SIE and Series 7, 66 or SIE, 7, 63, 65 licenses required. Applicants must already have authorization and the right to work in the United States without current or future sponsorship.

Nice to have

• CIMA, CAIA, or CFA designation.
• Graduate degree.

Culture & Benefits

• Remote home-office work arrangement.
• Paid time off.
• Medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Potential discretionary bonus and production compensation.