Lead Advisor - New Market - Austin (Wealth Management)

Location: Austin, TX; remote until an office space is secured, then work-from-office

Salary: $150K–$350K+ base salary plus variable compensation based on revenue growth

Company

hirify.global is a client-focused registered investment advisor helping individuals align wealth, passion, and purpose through wealth management services.

What you will do

• Act as a Personal CFO for existing and new clients, leading relationships and delivering exceptional service.
• Design, implement, and manage wealth management plans supporting clients’ passions and purpose.
• Coordinate investment management, estate planning, tax planning, risk management, retirement, insurance, and cash flow planning resources.
• Communicate the firm’s value proposition to prospective clients and establish trusted advisor relationships.
• Develop community relationships, custodial retail branch partnerships, and public speaking opportunities.
• Lead a local service team focused on client retention and satisfaction.

Requirements

• Four-year degree.
• Required designation: CFP®, CPA, CFA, or JD. CPA, CFA, or JD holders without CFP® must obtain Series 65 or equivalent within 120 days of employment.
• 6+ years of financial or estate planning experience, preferably with a financial services or wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow or capital needs planning analysis.
• Strong integrity, organization, leadership, communication, presentation, and workload-management skills.
• Visa sponsorship is not available; candidates requiring employment visa sponsorship now or in the future cannot be hired.

Culture & Benefits

• Work-from-office culture with flexibility during the emerging-market phase.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation.
• Equity ownership opportunities, profit sharing, restricted equity units, and a new business incentive program.
• At least three weeks of PTO from Day 1, paid holidays, seasonal flex-days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and dues, plus career development and wellbeing programs.
• Paid parental leave, adoption benefits, and milestone celebrations including a paid sabbatical after 10 years.