Senior Wealth Advisor, Practice Lead (Wealth Management)

TL;DR

Senior Wealth Advisor, Practice Lead (Wealth Management): Managing a book of moderate- and high-net-worth clients to drive asset growth and retention with an accent on personalized financial planning and portfolio strategy. Focus on leading client practice teams, delivering holistic wealth management advice, and optimizing retirement and tax strategies.

Location: Remote (USA). Must be authorized to work for any employer in the U.S.

Salary: $87,400 - $123,400

Company

hirify.global is a financial services company focused on transforming financial lives through advice, people, and technology to hirify.global financial freedom for all.

What you will do

• Lead a dedicated client practice team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Provide proactive, tailored financial advice to moderate- and high-net-worth households.
• Retain and grow assets under management (AUM) by building trust through education and communication.
• Guide clients through investment strategies and portfolio solutions aligned with their goals and risk tolerance.
• Deliver holistic financial planning covering retirement income, tax-efficient savings, and education planning.
• Coach and develop team members to elevate the overall client experience.

Requirements

• Bachelor's Degree in Business or a related discipline.
• 4+ years of experience in financial services and client experience.
• FINRA Series 7, 63, and 65 registrations required.
• Must be authorized to work for any employer in the U.S. (No sponsorship available).
• Advanced knowledge of wealth management, tax optimization, and estate planning.
• Strong interpersonal and communication skills for delivering professional client consultations.

Nice to have

• CFP (Certified Financial Planner) certification.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including ten company holidays and three floating holidays.
• Paid volunteer time (16 hours per calendar year).
• Paid parental leave and short/long-term disability programs.