Private Wealth Advisor (Wealth Management)

Location: Remote, but the candidate must be based in Miami or Orlando, Florida, and meet with clients in person when needed.

Base salary: $87,400–$123,400 per year, with potential sales incentives or bonus eligibility.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through advice, people, and technology.

What you will do

• Provide personalized client support across onboarding, financial planning, investor education, and ongoing service engagements.
• Lead outreach campaigns and financial planning milestones, including regular financial reviews.
• Build and maintain long-term relationships with high-value clients in collaboration with the advisory team.
• Deliver comprehensive financial planning and recommend, implement, and review investment strategies aligned with client objectives and risk tolerance.
• Monitor market trends, economic conditions, and regulatory changes affecting investments.
• Support audit reviews and collaborate with Portfolio Management on relationship clearance, customization, and client requests.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• 5+ years of related experience in financial services and client experience.
• Knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Excellent verbal, written, presentation, consultation, and relationship-building skills.
• FINRA Series 65 and fingerprinting upon hire are required.
• Must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• CFP certification.
• Experience with Microsoft Office, Salesforce, NetX360, and proprietary recordkeeping systems.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Paid time off, company holidays, floating holidays, paid parental leave, disability coverage, and FMLA programs.
• Tuition reimbursement of up to $5,250 per year and 16 hours of paid volunteer time annually.