Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA (Fintech)

Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.

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

Company

hirify.global provides financial advice, investment, retirement, and wealth management solutions focused on helping customers achieve financial freedom.

What you will do

• Lead a dedicated client practice team serving high-net-worth households with $1+ million invested in hirify.global Premier IRA and Brokerage solutions.
• Provide personalized consultations covering onboarding, comprehensive financial planning, investment strategy, portfolio management, investor education, and ongoing wealth management.
• Advise clients through video conferences, email, phone, and in-person meetings while building trust and maintaining long-term relationships.
• Retain and grow assets under management through proactive outreach, financial education, relationship management, and follow-through.
• Develop retirement, tax-efficient investing, income optimization, education, and estate planning strategies, partnering with Planning Specialists on complex cases.
• Coordinate solutions across hirify.global Personal Wealth and provide practice leadership through delegation, coaching, training, and colleague development.

Requirements

• FINRA Series 7, 63, and 65 registrations are required.
• FINRA fingerprinting is required.
• Bachelor’s degree in Business or a related discipline, or equivalent professional experience.
• 10+ years of experience in wealth management or private wealth advising high-net-worth clients.
• Experience advising high-net-worth households or managing complex wealth management relationships.
• Advanced knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning.
• Ability to manage multiple client needs, support multi-product goals, and analyze and present investment portfolios and financial strategies.
• Strong client consultation, relationship-building, verbal and written communication, interpersonal, organizational, presentation, attention-to-detail, critical-thinking, and situational-awareness skills.
• Proficiency with or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary financial services and recordkeeping systems.

Nice to have

• CFP® certification.
• Experience advising high-net-worth households with complex, multi-faceted financial planning needs.
• Experience driving client retention, asset growth, and increased assets under management within an existing wealth management client book.
• Experience providing practice leadership, coaching, training, or colleague development within a wealth management or advisory practice.

Culture & Benefits

• Flexible work environment with remote work and support for work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, potential discretionary contributions, and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and paid parental and disability leave programs.
• Inclusive Business Resource Groups and required reliable high-speed wired internet for remote work; necessary computer equipment is provided.

Hiring process

• Employment authorization and required FINRA registrations, fingerprinting, and licensure requirements will be verified.