Lead Advisor - New Market - Philadelphia (Wealth Management)

Location: Philadelphia, PA, United States. The role is part of an emerging market and will be remote until office space is secured; hirify.global follows a work-from-office culture.

Salary: $150,000–$350,000+ base salary plus variable compensation based on revenue growth.

Company

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

What you will do

• Act as a Personal CFO for new and existing clients and lead the client relationship.
• Design, implement, and manage wealth management plans supporting clients’ goals and purpose.
• Coordinate investment management, estate planning, tax planning, risk management, and general planning resources.
• Communicate the firm’s value proposition and establish trusted relationships with prospective clients.
• Develop community and custodial retail branch relationships, including public speaking at community and industry events.
• Lead a local service team to support client retention, satisfaction, and exceptional service.

Requirements

• Four-year degree.
• CFP®, CPA, CFA, or JD designation; candidates without CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• At least 6 years of experience in financial or estate planning, preferably in financial services or wealth management.
• Expertise in estate, tax, retirement, insurance, investment, cash-flow, and capital-needs planning analysis.
• Strong organizational, leadership, communication, presentation, and workload-management skills.
• Employment visa sponsorship is not available, now or in the future.

Culture & Benefits

• Full-time, exempt position with flexibility within a work-from-office culture.
• $150,000–$350,000+ compensation, discretionary profit sharing, restricted equity units, and an opportunity to convert to Partner status.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Minimum three weeks of PTO from Day 1, winter break, summer flex days, paid holidays, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and dues, along with career development plans and wellbeing support.
• Paid parental leave, adoption benefits, team-building activities, affinity groups, and a paid sabbatical after 10 years.