Wealth Advisor - Clifton Park, NY

Location: Clifton Park, New York, United States; branch-based, Monday–Friday during branch hours.

Salary: Commission-based compensation; historically $105,000–$250,000 per year based on performance and productivity.

Company

hirify.global provides banking and wealth management services, helping individuals and families pursue their financial goals.

What you will do

• Develop a wealth management practice with personalized strategies for clients.
• Conduct client discovery and tailor financial planning to short- and long-term goals.
• Build and maintain relationships with key partners and centers of influence to generate client introductions.
• Conduct proactive outreach to clients and prospects about hirify.global Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Work with internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning.

Requirements

• Active and valid Series 7, 63, and 65 or 66 licenses.
• Active and valid Life, Health, and Variable Insurance licenses, or the ability to obtain them within 60 days of starting employment.
• At least 2 years of experience as a Financial Advisor or equivalent experience in financial services.
• Demonstrated success in new business development and client book management.
• Experience working in a team-oriented consumer bank environment.
• Familiarity with serving high-net-worth individuals.
• Comfort working in a dynamic, entrepreneurial environment.

Nice to have

• Bachelor’s degree.

Culture & Benefits

• Collaborative branch-based environment focused on client interests and professional growth.
• Medical, dental, and vision coverage.
• Retirement benefits and maternity/paternity leave.
• Flexible work arrangements, education reimbursement, and wellness programs.
• Paid time off exceeding mandatory paid sick or paid time-away requirements in every local and state jurisdiction in the United States.

Hiring process

• Employment offers are conditional on successfully passing a background check, which may include credit, motor vehicle, public record, employment verification, and criminal background checks.