Senior Private Wealth Advisor, Practice Lead (Financial Planning)

Location: Remote, with residence required within the Florida territory; primary locations are Miami and Tampa, Florida. The role may require travel to meet clients in person, and the ideal candidate lives in the Miami or Orlando metro area.

Salary: Base salary $114,000–$165,300 annually, plus potential bonus or sales incentives.

Company

hirify.global provides financial advice, people, and technology to help clients achieve financial freedom.

What you will do

• Lead a dedicated client practice serving high-net-worth hirify.global clients in collaboration with a Wealth Advisor and Client Experience Specialist.
• Manage onboarding, financial planning, investor education, and proactive and reactive client relationships through phone, email, and virtual meetings.
• Retain assets under management and generate additional assets through responsive communication and ongoing education.
• Explain, recommend, implement, and review the Personal Strategy investment approach in line with client risk tolerance and financial objectives.
• Provide holistic guidance on retirement planning, income optimization, tax-advantaged savings, education planning, and estate planning, collaborating with Financial Planning Specialists on complex matters.
• Coordinate with internal stakeholders and delegate, coach, train, and develop colleagues and resources while meeting clients face-to-face when required.

Requirements

• 10+ years of related experience in financial services and client experience.
• Direct client contact experience with a knowledgeable and professional demeanor.
• Advanced 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 and think contextually.
• Ability to deliver effective client consultations, establish trust, build long-term relationships, navigate multiple client needs, and support multi-product goals.
• Ability to analyze and present investment portfolios to clients.
• Proficiency in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems.
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.
• Bachelor’s degree in business or a related discipline, or equivalent experience; FINRA Series 65 and FINRA fingerprinting are required.

Nice to have

• CFP certification strongly preferred.

Culture & Benefits

• Flexible work environment with a focus on purpose, well-being, work-life balance, inclusion, and internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, advisory services, potential discretionary contributions, and a broad investment lineup.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Remote work requires reliable high-speed wired internet and a minimally disruptive home workspace; office work may be required if those conditions are not met.