Lead Advisor - New Market - Raleigh - Durham, NC

Location: Raleigh and Durham, North Carolina, United States. The role is remote until office space is secured, after which it follows a work-from-office culture.

Salary: $150,000–$350,000+ per year, including base salary and 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.

What you will do

• Act as a Personal CFO for existing and new clients, leading relationships and managing wealth management and Life Plans.
• Design, implement, and manage planning across investments, estate planning, taxes, retirement, insurance, and cash flow or capital needs.
• Communicate the firm's value proposition and establish trusted advisor relationships with prospective clients.
• Develop relationships within the Raleigh–Durham community, custodial retail branches, and professional networks.
• Represent hirify.global at community and industry events, including public speaking engagements.
• Lead a local service team focused on collaboration, client retention, and exceptional service.

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 at 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 client relationship skills.
• Must work in the Raleigh–Durham market; visa sponsorship is not available, including for future employment visa needs.

Culture & Benefits

• Full-time exempt position with flexibility within a work-from-office culture.
• Fully paid medical, dental, and vision coverage, plus a 401(k) match of 100% up to 3% of annual compensation.
• Profit-sharing opportunities, restricted equity units, and an expedited path toward Partner status.
• At least three weeks of PTO from the first day, paid holidays, winter break, summer flex-days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development and wellbeing programs.
• Paid parental leave, adoption benefits, team-building and social events, and a three-month paid sabbatical after 10 years.