Lead Wealth Advisor

Location: Milwaukee, Wisconsin, United States — hybrid

Salary: $101,430.74–$131,250.37–$161,070 annually

Company

hirify.global provides integrated consulting, technology, compliance, tax, accounting, and wealth management services to public and private sector clients.

What you will do

• Lead the financial client services team and guide clients through comprehensive wealth strategies.
• Analyze client financial data and research financial planning, income tax, and estate planning issues.
• Implement, monitor, rebalance, and tax-manage client investment portfolios.
• Create Investment Policy Statements by assessing clients’ ability, willingness, and need to take investment risk.
• Lead client meetings, maintain ongoing communication, and support onboarding of new clients.
• Collaborate with Wealth and CPA professionals to deliver integrated client support and provide specialized subject-matter expertise.

Requirements

• Bachelor’s degree, preferably in accounting or finance.
• Five or more years of experience as a fee-based advisor in accounting, finance, or a related professional field.
• Series 65 license required.
• Strong expertise in complex financial scenarios, investment strategy, and investment policy.
• Excellent communication, listening, multitasking, detail, and accuracy skills.
• Proficiency with multiple software programs.

Nice to have

• CFP or CPA/PFS certification.

Culture & Benefits

• Flexible work arrangements in a collaborative, growth-oriented professional services environment.
• Flexible Time Off available from the first day, plus paid holidays.
• Health, dental, vision, life, accident, disability, and pet insurance options.
• HSA employer contribution, 401(k) with employer contributions, and paid parental bonding leave.
• Tuition reimbursement, wellness programs, referral bonuses, and paid community volunteering time.