Private Wealth Advisor (Private Client - Premier Brokerage)

Location: Remote - Nationwide, United States

Base salary: $87,400–$123,400 per year, with eligibility for sales incentives and potential bonuses.

Company

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

What you will do

• Deliver personalized, high-touch client experiences across onboarding, financial planning, and investment strategy.
• Lead clients through planning milestones and campaign-driven outreach with the Practice Lead and Client Experience Specialist.
• Manage ongoing communications, anticipate client needs, and build long-term client relationships.
• Identify planning opportunities, gather client information, and provide recommendations tailored to individual goals.
• Support the implementation and monitoring of investment strategies based on client objectives and risk profiles.
• Collaborate with internal stakeholders to maintain compliance and operational excellence.

Requirements

• Bachelor’s degree in business or a related discipline, or equivalent experience.
• At least 5 years of related experience in financial services and client experience.
• FINRA Series 7, 63, and 65 registrations, plus FINRA fingerprinting.
• Knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Strong consultation, communication, interpersonal, organizational, analytical, and presentation skills.
• Applicants 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

• Certified Financial Planner (CFP) certification.

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% and additional retirement benefits.
• Paid time off, company holidays, floating holidays, parental leave, disability coverage, and FMLA programs.
• Tuition reimbursement of up to $5,250 per year and 16 hours of paid volunteer time annually.
• Inclusive Business Resource Groups supporting collaboration and community involvement.