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

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

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

Company

hirify.global provides financial advice, investment, retirement, and wealth management solutions designed to help customers achieve financial freedom.

What you will do

• Serve as the lead advisor for high-net-worth clients enrolled in Premier IRA and Brokerage solutions.
• Deliver personalized consultations covering onboarding, comprehensive financial planning, investment strategy, portfolio management, investor education, and wealth management.
• Advise clients through video conferences, email, phone, and in-person meetings.
• Retain and grow assets under management through relationship management, financial education, and proactive outreach.
• Develop holistic strategies covering retirement income, tax-efficient investing, income optimization, education planning, and estate planning, partnering with Planning Specialists on complex cases.
• Provide day-to-day practice leadership through delegation, coaching, training, colleague development, and coordination with advisory stakeholders.

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 for high-net-worth clients.
• Experience managing complex wealth management relationships and presenting investment portfolios and financial strategies.
• Strong communication, presentation, organizational, critical-thinking, and client relationship skills; proficiency with Microsoft Office, Salesforce, NetX360, and financial services systems.

Nice to have

• CFP® certification.
• Experience with complex, multi-faceted financial planning needs.
• Experience driving client retention, asset growth, and increased assets under management.
• Experience providing practice leadership, coaching, training, or colleague development.

Culture & Benefits

• Flexible remote work environment with support for career mobility, inclusion, purpose, well-being, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability benefits, and FMLA programs.
• Remote employees must maintain reliable high-speed wired internet and a suitable home workspace; necessary computer equipment is provided.