Senior Private Wealth Advisor, Practice Lead - Miami

Location: Remote; must reside within the Miami or Tampa territory and be available to meet clients in person when needed. Travel is required for face-to-face client meetings.

Base salary: $114,000–$165,300 per year, plus bonus or sales incentives depending on role and performance.

Company

hirify.global provides financial advice, wealth management services, and technology designed to help clients achieve financial freedom.

What you will do

• Serve as the lead advisor for a dedicated portfolio of high-net-worth clients.
• Deliver client onboarding, financial planning, investor education, and ongoing relationship management through phone, email, and virtual meetings.
• Retain and grow assets under management through proactive communication, education, and responsive service.
• Explain, recommend, implement, and review investment strategies aligned with client risk tolerance and financial objectives.
• Provide holistic guidance on retirement planning, income optimization, tax-advantaged savings, and education planning.
• Coordinate with internal teams while delegating, coaching, training, and developing advisory resources.

Requirements

• 10+ years of related experience in financial services and client experience.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Demonstrated success working with high-net-worth clients, complex planning, client retention, and investment portfolio presentations.
• Bachelor’s degree in business or a related discipline, or equivalent experience.
• FINRA Series 65 and fingerprinting required.
• Proficiency in or ability to quickly learn Microsoft Office, Salesforce, NetX360, and proprietary recordkeeping systems.

Nice to have

• CFP certification strongly preferred.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a suitable home workspace 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.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive Business Resource Groups and a business-casual work environment.