Sr Manager, Wealth Advisor (Financial Planning)

Location: On site in Orlando, FL or Atlanta, GA

Salary: USD $140,000–$190,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides investment, financial planning, and wealth advisory services, including the fee-based Schwab Wealth Advisory solution.

What you will do

• Manage ongoing relationships with complex wealth advisory clients.
• Conduct advanced discovery, diagnose client needs, and navigate sensitive financial conversations.
• Develop and communicate holistic financial plans, including concentrated-position, tax-aware, and multi-goal strategies.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Set the operating cadence for a book of business and coordinate high-impact activities across advisory partners.
• Support client retention, fiduciary standards, regulatory expectations, and advisory quality while coaching peers through shared best practices.

Requirements

• Experience leading complex client relationships and translating sophisticated planning and investment concepts into clear guidance.
• Proven ability to create financial plans for high-complexity scenarios and align portfolios with client goals and risk profiles.
• Strong prioritization, time-management, communication, judgment, and risk-awareness skills.
• CFP® or CFA® designation.
• Bachelor’s degree.
• Active FINRA Series 7 and Series 66 licenses, or ability to obtain them within the first 120 days of employment.

Culture & Benefits

• In-office collaboration and an on-site working arrangement for this role.
• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.