Senior Wealth Advisor (Practice Lead)

TL;DR

Senior Wealth Advisor (Practice Lead): Serving as the primary point of contact for high-net-worth households to deliver proactive financial advice and portfolio strategy with an accent on asset retention and growth. Focus on leading a dedicated client team, providing holistic financial planning, and ensuring a first-class client experience through personalized investment education.

Location: Must be based in the U.S. (Remote)

Salary: $87,400 - $123,400

Company

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

What you will do

• Lead a dedicated client team in collaboration with a Wealth Advisor and Client Experience Specialist to manage a book of business.
• Deliver proactive, personalized financial consultations covering onboarding, planning, and investment education.
• Retain and grow assets under management by building trust and implementing portfolio solutions aligned with client goals.
• Provide holistic financial planning, including retirement income, tax-efficient savings, and estate planning.
• Model leadership by coaching and developing team members to elevate the client experience.
• Engage clients through video conferencing, email, phone, and in-person meetings.

Requirements

• Must be authorized to work for any employer in the U.S. (no visa sponsorship available).
• 4+ years of related work experience in financial services and client experience.
• FINRA Series 7, 63, and 65 registrations required.
• Advanced knowledge of wealth management, financial planning, tax optimization, and estate planning.
• Exceptional communication and interpersonal skills with a professional demeanor.
• Bachelor’s degree in Business or equivalent experience.

Nice to have

• CFP certification.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, company holidays, and floating holidays.
• Paid parental leave and disability programs.
• Business Resource Groups (BRGs) to foster inclusion and collaboration.