Lead Advisor - New Market - Minneapolis

Location: Minneapolis, MN. The role is considered remote until office space is secured, after which it follows a work-from-office culture with flexibility.

Salary: $150,000–$350,000+ base salary plus variable compensation based on revenue growth. Additional profit sharing and equity opportunities are available.

Company

hirify.global is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose through wealth management and financial planning.

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' life goals.
• Coordinate investment management, estate planning, tax planning, risk management, retirement planning, and cash flow analysis resources.
• Communicate the firm's value proposition to prospective clients and develop relationships in the local community.
• Build relationships with custodial retail branches and represent hirify.global at community and industry events.
• Lead a local service team focused on client retention, satisfaction, and collaborative delivery.

Requirements

• Four-year degree.
• CFP®, CPA, CFA, or JD designation. Candidates without CFP® who hold CPA, CFA, or JD must obtain Series 65 or an equivalent within 120 days of employment.
• 6+ years of experience in financial or estate planning, preferably within financial services or wealth management.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow or capital needs planning analysis.
• Strong integrity, organization, leadership, communication, and presentation skills, with the ability to manage heavy and time-sensitive workloads.
• U.S.-based role in the Minneapolis market; visa sponsorship is not available, and candidates must not require employment visa sponsorship now or in the future.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, paid holidays, winter break, summer Friday flex-days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and wellbeing support.
• Paid parental leave, adoption benefits, team-building and social events, affinity groups, and a three-month paid sabbatical after 10 years.