Lead Advisor (Wealth Management)

Location: Salt Lake City, Utah, United States. This emerging-market role is remote until office space is secured, after which the position follows a work-from-office culture.

Salary: $150,000–$350,000+ annually, including base salary and variable compensation based on revenue growth. Additional profit sharing and equity opportunities are available.

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through comprehensive financial planning and wealth management.

What you will do

• Act as a Personal CFO for existing and new clients, leading relationships and delivering comprehensive Life Plans.
• Design, implement, and manage wealth management plans covering investment, estate, tax, retirement, insurance, and cash-flow needs.
• Coordinate internal and external resources to achieve client objectives and maintain high client satisfaction.
• Communicate the firm's value proposition to prospective clients and establish trusted advisor relationships.
• Develop community and custodial retail branch relationships, including representing the firm at public speaking and industry events.
• Lead a local service team focused on collaboration, client retention, and remarkable service.

Requirements

• Must be able to work in the Salt Lake City, United States market; the role transitions from remote work to office-based work once office space is secured.
• Four-year degree.
• Required designation: CFP®, CPA, CFA, or JD. Candidates using CPA, CFA, or JD instead of CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• At least six years of experience in financial or estate planning, preferably within financial services or wealth management.
• Expertise in estate, tax, retirement, insurance, investment, and cash-flow or capital-needs planning analysis.
• Strong integrity, organization, leadership, communication, presentation, and workload-management skills.

Culture & Benefits

• Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Equity ownership opportunities, profit sharing, a new-business incentive program, and referral bonuses.
• At least three weeks of PTO from day one, paid holidays, seasonal flex days, volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and coaching.
• Paid parental leave, adoption benefits, milestone celebrations, and a three-month paid sabbatical after ten years.
• Quarterly team-building events, social events, employee-led book clubs, committees, and affinity groups.

Hiring process

• AI tools may support application, resume, and response review, but final hiring decisions are made by humans.
• Visa sponsorship is not available; candidates requiring or potentially requiring employment visa sponsorship cannot be hired.