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7 дней назад

Private Wealth Advisor, Vice President (Wealth Management)

80 000 - 205 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Private Wealth Advisor, Vice President (Wealth Management): Building and growing client relationships through holistic private wealth management advice, bespoke investment strategies, and access to Goldman Sachs resources with an accent on ultra-high-net-worth client service, business development, and investment planning. Focus on developing tailored wealth solutions, cultivating intermediary networks, and solving complex client needs across investment management, private banking, lending, tax, estate, and philanthropic planning.

Location: Minneapolis, Minnesota, United States; onsite at the Minneapolis office

Base salary: $80,000–$205,000 per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management and financial services.

What you will do

  • Build a business and grow a portfolio of private wealth management clients.
  • Establish, nurture, and expand client relationships as a trusted wealth advisor.
  • Develop bespoke wealth management and investment strategies with internal and external specialists.
  • Provide high-quality client service while maintaining strong ethical standards.
  • Build intermediary networks and connect clients with complementary services.
  • Use the hirify.global platform and network to provide investment opportunities and wealth management services.

Requirements

  • Four or more years of experience in private wealth management, financial services, or a related field.
  • Series 7, 63, and 3 licenses, or the ability to obtain them within three months of starting.
  • Established professional network and demonstrated connectivity.
  • Strong client focus, business development, relationship management, analytical, and interpersonal skills.
  • Creative problem-solving ability, autonomy, teamwork, integrity, and commitment to excellence.
  • Strong academic and professional record.

Nice to have

  • Prior sales, fundraising, business development, or investing experience.

Culture & Benefits

  • Training and professional development opportunities.
  • Firmwide networks, wellness programs, and personal finance offerings.
  • Competitive benefits generally available to eligible full-time and part-time US employees working at least 20 hours per week.
  • Reasonable accommodations are available during the recruiting process.

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