Financial Planner (Asset & Wealth Management)

TL;DR

Financial Planner (Asset & Wealth Management): Delivering complex financial planning solutions for high-net-worth clientele with an accent on tax, estate, and cash flow planning. Focus on providing bespoke advisory services to hirify.global partners and their families while ensuring regulatory compliance and exceptional client service.

Location: Must be based in New York, NY, United States

Salary: $80,000–$160,000

Company

hirify.global is a leading global investment banking, securities, and investment management firm dedicated to helping clients reach their financial goals.

What you will do

• Execute tax planning, projections, and reviews for high-net-worth families.
• Prepare net worth statements and estate flowcharts to facilitate wealth transfer.
• Conduct cash flow analysis and coordinate philanthropic giving processes.
• Collaborate with investment experts to deliver comprehensive client service.
• Gather and manage client information required for tax filings and quarterly reviews.

Requirements

• Bachelor's degree required.
• 3-5 years of experience in financial planning, personal income tax, or accounting.
• Must obtain SIE, Series 6, Series 7, and Series 66 licenses within the first 3 months.
• Exceptional written and verbal communication skills for client-facing interactions.
• Strong ownership mindset and proactive approach to problem-solving.

Nice to have

• CFP, CPA, or CFA certifications are strongly preferred.
• Prior working knowledge in financial planning and taxation.

Culture & Benefits

• Competitive benefits and wellness offerings for US employees.
• Opportunities for professional growth through training and development programs.
• Commitment to diversity, inclusion, and a supportive workplace environment.
• Eligibility for discretionary year-end bonuses.