Private Wealth Advisor (Fintech)

TL;DR

Private Wealth Advisor (Fintech): Building and managing comprehensive wealth strategies for ultra-high-net-worth individuals and families with an accent on bespoke investment solutions and holistic financial planning. Focus on business development, nurturing long-term client relationships, and leveraging the firm's global investment platform to deliver tailored advice.

Location: Must be based in Atlanta, GA, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Build and grow a private wealth business by establishing and nurturing client relationships.
• Act as a trusted advisor delivering holistic wealth management advice to high-net-worth clients.
• Partner with internal and external subject matter experts to develop bespoke financial strategies.
• Provide exceptional client service while maintaining the highest ethical standards.
• Curate a network of intermediaries to support complementary client services.
• Leverage the firm's global platform to provide exclusive investment opportunities.

Requirements

• Four plus years of experience in private wealth management, financial services, or related fields.
• Must hold or be able to obtain Series 7, 63, and 3 licenses within three months of hire.
• Demonstrated strong connectivity within an established professional network.
• Entrepreneurial spirit and ability to work in a team-oriented environment.
• Exceptional business development and relationship management skills.
• Strong analytical and interpersonal skills with a commitment to excellence.

Culture & Benefits

• Commitment to fostering diversity and inclusion through firmwide networks.
• Access to professional training and development opportunities.
• Comprehensive wellness, personal finance, and mindfulness programs.
• Collaborative environment focused on growth and integrity.