Lead Advisor - New Market - San Diego (Wealth Management)

Location: San Diego, California, United States. The role is remote until an office space is secured, after which it follows a work-from-office culture.

Salary: $150,000–$350,000+ annually, 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 wealth management services.

What you will do

• Act as a Personal CFO for existing and new clients and lead client relationships.
• Design, implement, and manage wealth management plans supporting clients’ life goals.
• Coordinate investment management, estate planning, tax planning, risk management, retirement, insurance, and cash flow planning resources.
• Communicate the firm’s value proposition to prospective clients and build trusted advisor relationships.
• Develop relationships in the local community, with custodial retail branches, and through public speaking and industry events.
• Lead a local service team focused on client retention, satisfaction, and exceptional service.

Requirements

• Four-year degree.
• Professional designation: CFP®, CPA, CFA, or JD. 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 at a financial services or wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow or capital needs planning analysis.
• Strong leadership, communication, presentation, organizational, and client relationship skills.
• Visa sponsorship is not available; candidates must not require employment visa sponsorship now or in the future.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation.
• Equity ownership opportunities, profit sharing, restricted equity units, and a new business incentive program.
• Minimum 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 events, affinity groups, and a paid sabbatical after 10 years.