Premier Wealth Advisor - Personal Strategy - Tampa FL Area (Wealth Management)

Location: Remote nationwide within the United States; the ideal candidate lives in the Tampa or north/central Florida area and can attend in-person client meetings when needed.

Salary: $96,100–$135,700 base salary annually, plus potential bonus or sales incentives.

Company

hirify.global provides financial advice, wealth management, and technology designed to help clients achieve financial freedom.

What you will do

• Deliver high-touch onboarding, financial planning, and investment strategy support for hirify.global Private Clients with $5M+ in assets under management.
• Lead planning milestones, campaign-driven outreach, ongoing communications, and proactive client relationship management.
• Identify planning opportunities, gather client information, and provide guidance independently or with the practice team.
• Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles.
• Partner with Portfolio Management on account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews, collaborate with internal stakeholders, and attend in-person client meetings as needed.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• 7+ years of related work experience in financial services and client experience.
• FINRA Series 65 and fingerprinting are required.
• Knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal, organizational, presentation, and situational-awareness skills; ability to manage multiple time-sensitive tasks.
• Ability to deliver effective client consultations, establish trust, and build long-term client relationships.
• Ability to manage multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems.
• Applicants must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is unavailable.

Nice to have

• CFP certification is strongly preferred.

Culture & Benefits

• Flexible work environment with remote and occasional in-person client meetings; reliable wired high-speed internet and a suitable home workspace are required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, potential discretionary contributions, and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and paid parental and disability leave programs.
• Inclusive Business Resource Groups and a business-casual work environment.