Lead Advisor - New Market - Raleigh - Durham, NC

Location: Raleigh & Durham, NC. The role is part of an emerging market and will be considered remote until office space is secured; hirify.global operates as a work-from-office culture with flexibility.

Salary: $150K–$350K+ 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 wealth management and financial planning.

What you will do

• Act as a Personal CFO for existing and new clients, lead client relationships, and design, implement, and manage wealth management Life Plans.
• Leverage 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 hirify.global as a trusted financial advisor.
• Develop community relationships, custodial retail branch relationships, and opportunities through public speaking at community and industry events.
• Lead a local service team focused on client retention, satisfaction, collaboration, and remarkable service.

Requirements

• Four-year degree.
• CFP®, CPA, CFA, or JD designation required. Candidates without CFP® who hold CPA, CFA, or JD must obtain Series 65 or 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.
• Ability to work effectively in a fast-paced environment, manage heavy workloads and time-sensitive projects, and collaborate with professionals across financial and tax activities.
• Self-starter with excellent organizational, leadership, communication, and presentation skills.

Culture & Benefits

• Purpose-driven, collaborative, inclusive culture focused on continuous growth, community, equity, respect, and client service.
• 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.
• Minimum 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 wellbeing stipends.
• Paid parental leave, adoption benefits, team-building and social events, employee groups, and a paid sabbatical after 10 years.
• Visa sponsorship is not available, including for individuals who may require employment visa sponsorship now or in the future.