Wealth Advisor (Financial Services)

Location: Remote US; occasional travel may be required for client meetings and internal training or events.

Compensation starts at $80,000+ annually and is negotiable at the time of hire.

Company

hirify.global is a nationwide Registered Investment Advisor providing integrated financial services, wealth management, asset protection, retirement, and insurance solutions.

What you will do

• Grow and manage a client book through qualified leads, referrals, and proactive outreach.
• Support comprehensive financial planning covering wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
• Assist with portfolio construction and monitoring by gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
• Participate in client meetings and review cycles, prepare summaries, track action items, and respond to routine account, statement, transfer, and planning inquiries.
• Use planning, CRM, and investment platforms for onboarding, account maintenance, reporting, and business development.
• Coordinate with wealth, retirement, and insurance specialists while maintaining accurate client files, meeting notes, and compliance documentation under fiduciary and regulatory standards.

Requirements

• 3–5 years of experience in financial services, wealth management, banking, or a related client service role; internships, co-ops, or equivalent experience will be considered.
• Experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a record of supporting revenue growth and client retention.
• Foundational knowledge of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Strong verbal and written communication skills, including the ability to explain basic investment and financial planning concepts clearly.
• Strong attention to detail and organization, with the ability to manage multiple tasks, meet deadlines, maintain accurate records, and adapt to changing priorities.
• Ability to work with performance reports, statements, and allocations and translate information into clear summaries or talking points.
• Initiative, curiosity, willingness to learn from senior team members, and openness to coaching and feedback.
• Series 65 or 66 and a state Life & Health Insurance License may be required or must be obtained within 90 days.

Nice to have

• Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field.
• Advanced knowledge of wealth strategies.

Culture & Benefits

• Remote US work arrangement with occasional travel for client meetings, internal training, or events.
• Client-facing environment emphasizing professional service, relationship management, fiduciary standards, and timely follow-up.
• Opportunity to develop expertise in investments, capital markets, tax considerations, and financial planning strategies.
• Work requires flexibility, multitasking, and adaptation to changing priorities in a fast-paced environment.