Lead Advisor - New Market - Charlotte, NC

Location: Charlotte, NC, United States. This role is considered remote until office space is secured, after which it follows a work-from-office culture.

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

Company

hirify.global is a purpose-driven registered investment advisor focused on helping clients align wealth, passion, and purpose through team-based wealth management services.

What you will do

• Act as a personal CFO for existing and new clients, lead client relationships, and deliver exceptional service.
• Design, implement, and manage wealth management plans supporting clients' passions and purpose.
• Coordinate investment management, estate planning, tax planning, risk management, and general planning resources.
• Communicate the firm's value proposition to prospective clients and establish trusted advisor relationships.
• Develop community relationships, collaborate with custodial retail branches, and represent hirify.global at public speaking and industry events.
• Lead a local service team focused on client retention, satisfaction, and remarkable service.

Requirements

• Four-year degree.
• One of the following professional designations: CFP®, CPA, CFA, or JD. Candidates with CPA, CFA, or JD instead of CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• 6+ years of experience in financial and/or estate planning-related work, preferably at a professional financial services company or wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Unquestioned commitment to integrity in personal and professional activities.
• High motivation and ability to work effectively in a fast-paced environment; self-starter mindset.
• Excellent organizational, leadership, communication, and presentation skills.
• Ability to manage heavy workloads and time-sensitive projects while collaborating with professionals across financial and tax activities.

Culture & Benefits

• Work-from-office culture with flexibility; the role is remote until an office is secured.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation.
• Equity ownership opportunities, restricted equity units at hire, profit sharing, and an expedited path to Partner status at vest.
• Minimum three weeks of PTO from day one, winter break, summer Friday flex-days, paid holidays, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans, coaching, and wellbeing support.
• Paid parental leave, adoption benefits, team-building and social events, employee groups, and a three-month paid sabbatical after ten years.

Hiring process

• AI tools may support application review, resume analysis, response assessment, and verification checks, but final decisions are made by people.
• Visa sponsorship is not available; candidates requiring employment visa sponsorship now or in the future cannot be hired.