Wealth Advisor (Wealth Management)

TL;DR

Wealth Advisor (Wealth Management): Delivering personalized financial planning and investment strategies for elite clients with an accent on relationship management and strategic planning. Focus on coordinating financial reviews, expanding wallet share, and providing tailored guidance on tax and estate planning.

Location: Remote (Must be authorized to work in the U.S.)

Salary: $68,900 - $97,325

Company

hirify.global is a financial services company dedicated to transforming financial lives through professional advice, people, and technology.

What you will do

• Deliver personalized, high-touch client experiences for onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with the practice team.
• Manage ongoing communications and serve as a consistent point of contact for clients.
• Identify planning opportunities using data insights and lead the information-gathering process.
• Provide tailored financial planning guidance based on unique client goals and risk profiles.
• Collaborate with internal stakeholders to maintain compliance and operational excellence.

Requirements

• Bachelor's Degree in Business or a related discipline.
• 4+ years of related work experience in financial services and/or customer experience.
• FINRA Series 7, 63, and 65 registrations required.
• Must be authorized to work in the U.S. (no sponsorship provided).
• Deep knowledge of wealth management, tax/income optimization, and estate planning.
• Proficiency in Salesforce, Microsoft Office Suite, and recordkeeping systems.

Nice to have

• CFP or CRPC certifications.
• Prior experience as a high-performing Financial Advisor serving Premier/Brokerage clients.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave and 16 hours of paid volunteer time per calendar year.
• Inclusive environment with Business Resource Groups (BRGs) for collaboration.