Lead Advisor - New Market - St. Louis

Location: St. Louis, Missouri, United States. The role is remote until office space is secured, after which hirify.global's work-from-office culture applies.

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 comprehensive financial planning.

What you will do

• Act as a Personal CFO for existing and new clients and lead their overall relationship.
• 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 and establish trusted advisor relationships with prospective clients.
• Develop community relationships, custodial retail branch partnerships, and public speaking opportunities.
• Lead a local service team focused on client retention, satisfaction, and exceptional service.

Requirements

• Four-year degree.
• Required designation: CFP®, CPA, CFA, or JD. Candidates without CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• 6+ years of experience in financial or estate planning, preferably in financial services or wealth management.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow or capital needs planning analysis.
• Strong leadership, communication, presentation, organizational, and client relationship skills.
• Must be able to work in the United States; visa sponsorship is not available 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.
• Profit sharing, restricted equity units, and equity ownership opportunities.
• At least three weeks of PTO from the first day, paid holidays, winter break, and summer Friday flex-days.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Paid parental leave, adoption benefits, volunteer time off, professional development support, and community-focused team activities.