Lead Advisor - New Market - Minneapolis (Wealth Management)

Location: Minneapolis, Minnesota; remote until an office space is secured, then work-from-office. The position is full-time and exempt.

Salary: $150K–$350K+ base salary plus variable compensation based on revenue growth. Additional discretionary year-end profit sharing and restricted equity units are available.

Company

hirify.global is a purpose-driven registered investment advisor providing wealth management and financial planning services, with more than $30 billion in assets under advisement and over 300 teammates nationwide.

What you will do

• Act as a Personal CFO for existing and new clients, lead client relationships, and deliver an exceptional client experience.
• Design, implement, and manage wealth management plans supporting clients’ passions and purpose.
• Coordinate internal and external resources across investment management, estate planning, tax planning, risk management, and general planning.
• Communicate the value proposition to prospective clients and establish trusted advisor relationships.
• Develop community relationships, cultivate custodial retail branch partnerships, and represent hirify.global at public speaking, community, and industry events.
• Lead a local service team focused on client retention, satisfaction, and remarkable service.

Requirements

• Four-year degree required.
• CFP®, CPA, CFA, or JD required. 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 and/or estate planning-related work required, preferably with 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, self-starter mindset, and ability to work effectively in a fast-paced environment.
• 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 emerging-market role is remote until office space is secured.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation; equity ownership opportunities; and financial planning discounts.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans, coaching, training, and a wellbeing stipend.
• Team-building and social events, employee-led communities, paid parental leave, adoption benefits, and milestone celebrations including a paid sabbatical after 10 years.
• Visa sponsorship is not available; candidates requiring or likely to require employment visa sponsorship cannot be hired.

Hiring process

• Artificial intelligence tools may assist with application, resume, and response review, but final hiring decisions are made by people.