Lead Wealth Advisor (Finance)

TL;DR

Lead Wealth Advisor (Finance): Leading the client services team and executing comprehensive wealth strategies with an accent on investment planning, tax considerations, and estate management. Focus on managing complex client scenarios, building strong relationships, and delivering proactive financial guidance to ensure client success.

Location: Must be based in or able to commute to Brookfield/Milwaukee, WI (Hybrid)

Salary: $131,250 (midpoint)

Company

hirify.global is a professional services firm providing consulting, technology, and compliance solutions to public and private sectors across North America, EMEA, and APAC.

What you will do

• Lead the client services team and guide clients through their overall wealth strategy.
• Manage complex client situations using a comprehensive and strategic wealth management approach.
• Create and monitor Investment Policy Statements based on client risk profiles and goals.
• Analyze financial data and address income tax and estate planning considerations.
• Lead client meetings and maintain ongoing communication to ensure strong, proactive relationships.
• Collaborate with Wealth and CPA team members to provide integrated client support.

Requirements

• Bachelor’s degree in accounting or finance.
• Five plus years of experience as a fee-based Advisor in accounting or finance.
• Series 65 license required.
• Deep understanding of investment philosophy and strategy.
• Strong communication skills with the ability to multitask effectively.
• High attention to detail and accuracy.

Nice to have

• CFP certification.
• CPA or PFS designation.

Culture & Benefits

• Flexible Time Off (FTO) policy activated on the first day.
• Comprehensive health, dental, vision, and life insurance options.
• 401(k) with employer contributions and HSA employer contribution.
• Robust paid Parental Bonding Leave program.
• CPA bonus with paid exam and study days.
• Wellness program with rewards and community volunteer opportunities.