Lead Advisor - New Market - Salt Lake City (Wealth Management)

Location: Salt Lake City, Utah, United States. The role is considered remote until office space is secured, after which 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 wealth management and financial planning.

What you will do

• Act as a Personal CFO for existing and new clients, leading relationships and delivering exceptional client experiences.
• 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 firm’s value proposition, establish trusted advisor relationships, and expand relationships within the local community.
• Develop relationships with custodial retail branches and represent hirify.global at community and industry events.
• Lead a local service team focused on collaboration, 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 at a professional financial services company or wealth management firm.
• Expertise required in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Unquestioned commitment to integrity in personal and professional activities.
• Strong motivation and ability to work effectively in a fast-paced environment; self-starter mindset.
• 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 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.
• Profit-sharing opportunities, restricted equity units at hire, and an expedited path to Partner status at vest.
• At least three weeks of PTO from Day 1, paid holidays, seasonal flex-days, volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and 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.

Hiring process

• Artificial intelligence tools may support application review, resume analysis, response assessment, and verification checks.
• Final hiring decisions are made by humans.
• Visa sponsorship is not available; candidates requiring employment visa sponsorship now or in the future cannot be hired.